Swallow Financial Planning LLP

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

We can advise you on

75
£500k+
£150k+
£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 Andrew Swallow FCSI FPFS
Managing Director
MR Josh Lamb BSc (Hons) DipPFS Certs CII (MP & ER) ACSI
Financial Planner
Mr Joshua Lamb DipPFS
Chartered Financial Planner
Andrew Swallow
Director

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...

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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