Experience Financial Clarity with Optimum: Your Partner for Life
Who We Are
Swallow Financial Planning is a chartered financial planning practice with over 100 years of combined experience. Our mission is to provide expert financial advice and planning services to individuals, businesses, and families, helping them to achieve their financial goals. Our team of chartered financial advisers and planners are dedicated to providing a personalized approach to financial planning, using the latest tools and knowledge to understand our clients' needs and goals.
Our Services
At Swallow Financial Planning, we offer a range of financial services designed to help our clients achieve their financial objectives. Our core services include:
- Retirement Planning: We help individuals plan for a comfortable retirement, taking into account their income, expenses, and financial goals.
- Cash Flow Planning: Our experts will help you manage your cash flow, ensuring that you have enough funds to meet your financial obligations.
- Tax Planning: We provide tax planning advice to minimize your tax liability and maximize your wealth.
- Business Protection: Our team will help you protect your business from unexpected risks, such as unexpected death or disablement.
- Savings and Investments: We offer investment advice and guidance to help you grow your wealth.
Meet Our Team
Our team of chartered financial planners and advisers are dedicated to providing expert financial advice and planning services. Our team is led by:
- Andrew Swallow, Chartered & Certified Financial Planner
- Georgia Hall, Chartered Financial Planner
- Josh Lamb, Chartered Financial Planner & Director
- Sam Ager, Administrator
- Rachel Caldwell, Administrator
- Mariana Manata, Administrator
- Sarah Keens, Head of Compliance and Director
- Giovanna Lorenzo, Financial Controller
News and Updates
Stay up-to-date with the latest news and updates from Swallow Financial Planning. Our news section features articles on various financial topics, including retirement planning, tax planning, and more.
Contact Us
If you have any questions or would like to discuss your financial goals, please do not hesitate to contact us. We would be delighted to receive your enquiry and look forward to helping you achieve your financial objectives.
Overview of Reviews
The reviews of Swallow Financial Planning are overwhelmingly positive, with all reviewers awarding the company 5-star ratings.
Quality of Service
The reviewers praise the company for its exceptional service, with one reviewer commending them for their "personal, friendly, responsive and responsible" approach. Another reviewer notes that they received a "better, more complete, service" than they had expected, with knowledgeable advisors and a helpful website.
Long-term Relationships
One reviewer highlights their 25-year relationship with Swallow Financial, stating that they would "unreservedly recommend" the company. This suggests that the company is able to build and maintain long-term relationships with its clients.
Approach and Philosophy
The reviewers appreciate the company's sensible and personal approach to financial planning. One reviewer notes that they were impressed by the company's newsletters, which demonstrated a responsible and level-headed approach to the market.
