Swallow Financial Planning LLP

Initial consultation free
Independent financial adviser
Our financial planning service is focused on helping you understand and achieve for your financial future.

We can advise you on

65
£100k+
£100k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Joshua Lamb DipPFS
Chartered Financial Planner
Andrew Swallow
Director
Ms Georgia Hall
Chartered Financial Planner

What our clients say

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Susan R
The advice he gave made sense. He talked in language I understood. I felt I had found someone I could trust.
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David P
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...
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Ian D
Josh has guided us through every stage of our financial planning and helped assure us we are on track to meet our targets. We are very pleased with his professionalism, charming manner and...
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Paul B
Not only did Josh give me excellent advice on securing my long-term financial aims, explaining the various options available and their possible outcomes, but he also patiently took into account my...

Contact us

Swallow Financial Planning LLP, 25 St. Helens Street, Suffolk, IP4 1HH
+441
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Compliance 

Authorised and Regulated by the Financial Conduct Authority. 
FCA no. 227810.
Head office: 25 St Helen's Street, Ipswich, Suffolk, IP4 1HH.
London Address: 33 Cavendish Square, London, W1G 0PW
We advise UK tax-residents only.

Legal information

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