Swallow Financial Planning LLP

Independent Financial Adviser  Swallow Financial Planning LLP, Suffolk, IP4 1HH
First meeting at adviser's own cost
Our financial planning service is focused on helping you understand and achieve for your financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Stakeholder
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Buy my next home
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Equity release
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Mortgage protection
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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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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
9.0/10
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FCA authorised
Last authorised 16th May 2022
What our clients say
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
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
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.

Response rating
9.0/10
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FCA authorised
Last authorised 16th May 2022

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