Swallow financial planning is a chartered financial planning firm. With offices situated in London and Ipswich, most of our clients are in the UK, however we do have clients as far a field as Canada, Australia and New Zealand.
Our bread and butter work is wealth management. This normally entails a client with assets in excess of half a million pounds and perhaps a number of different planning requirements such as estate planning, business investment or taxation issues.
Our investment philosophy is predominately passive asset allocation and we offer either portfolio management or Wealth management services. 75% of total investments are passive.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 25 St Helens Street, Ipswich,england,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- swallow-financial.co.uk
- Keywords
- Investment Planning, Retirement Planning, Holistic Planning, Tax Planning, Business Planning, Insurance Planning, later life, Pension Trasnfers.
- HQ
- Ipswich, England
Swallow Financial Planning Questions
Swallow Financial Planning's website is swallow-financial.co.uk
Swallow Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/swallow-financial-planning
Swallow Financial Planning has
5 employees.
View email and phone details for 5
employees at Swallow Financial Planning.
Swallow Financial Planning's industry is
Financial Services
Swallow Financial Planning's top competitors are
Ellisons Financial Planning,
Matthew Douglas Ltd,
Evergreen Financial Planning,
Hymans Robertson Personal Wealth,
Rwa Financial Planning,
Citygate Financial Planning,
Kate Bailey Financial Planning Ltd,
Metrita Wealth Management Limited,
Boosst - Financial Planning,
Metritá.
Swallow Financial Planning's categories are Financial Services
Swallow Financial Planning's founding year is 1989
