Swallow Financial Planning LLP

Independent Financial Adviser  Swallow Financial Planning, London, Greater london, W1G 0PW
First meeting at adviser's own cost
Our financial planning service is focussed on helping you understand and plan for your financial future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Joshua Lamb BSc (Hons) DipPFS Cert CII (MP) ACSI
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Andrew Swallow FCSI FPFS
Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Care advice standard Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
Initially, Josh spent a lot of time to ensure that he completely understood my financial situation, which I appreciated He then prepared a very comprehensive report, carefully analysing my situation and clearly setting out the process for withdrawing funds from my pension. He then went on to advise me how to use the proceeds in the most tax and financially-efficient way, including carry-forward of pension contributions, which was exactly what I wanted to know.
David P, London
The advice he gave made sense. He talked in language I understood. I felt I had found someone I could trust.
Susan R, Mersea
Not only did Josh give me excellent advice on securing my long-term financial aims, explaining the various options and available and their possible outcomes, but he also patiently took into account my lack of experience in investing and really considered what I wanted to achieve, without ever rushing me into making decisions. I was also extremely impressed by the way that he always answered all of my questions clearly and handled our dealings in a friendly, but professional way. All in all, I feel much more confident about my future financial situation thanks to Josh's help.
Paul B, London
About us

Swallow Financial Planning is a firm of Chartered Financial Planners. This level of recognition is awarded to firms that have a proven record in providing high levels of service to their clients and whose staff have attained professional qualifications.

With offices in Ipswich and London we specialise in the pre and post retirement market including complex pensions decisions.

We provide a complete financial management service including financial planning, inter-generational planning, specialist pensions advice, cash flow forecasting and investment management.

We are proud to say that we have been advising clients for over 30 years and our mix of older and younger advisers means we will be able to continue our service for many years to come.

Our investment management service is unusual in that we invest predominately into low cost passive investments. We firmly believe that asset allocation is by far the biggest factor in client returns.

Our services

Manage Complex Financial Planning Issues
Provide a Personal Service
Invest and Manage Money
Pension Drawdown Advice
Pension Transfer Advice
Intergenerational Planning
Inheritance Tax Advice
Court of Protection Work
Later Life Advice

Where to find us
Head office address: Swallow Financial Planning, 4th Floor, 33 Cavendish Square, Greater London, London, W1G 0PW
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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