The advice he gave made sense. He talked in language I understood. I felt I had found someone I could trust.
Susan R, Mersea
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 thoroughness in all our dealings
Ian D, Ipswich
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
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 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. I reallly can't think of anyway that Josh could have done things better. Professional, patient, comprehensive and approachable is really all you can ask of a financial advisor — and all his colleagues at Swallow Financial Planning have been equally helpful!
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 LLP, 25 St. Helens Street, Suffolk, IP4 1HH
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.
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We specialise in helping clients working at:
- BT PLC
- Lloyds Bank
- ICI Bank
- Unilever PLC
- Lloyds Bank
We help time poor professionals who are generally too busy to powerfully attend to the detail of their financial affairs and concerned if they do not address they will set themselves up for future of potential exposure, disappointment or financial loss.
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