Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have. You might be a high-paid individual looking to plan your financial future, or perhaps you're already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money. Begin your journey to a more secure and prosperous financial future. Our friendly and experienced team has access to all the latest tools and knowledge.
Services
We work closely with clients like you to get the most from your finances, from investments and savings to tax, business and inheritance planning. We're a Chartered firm of financial planners in Ipswich, one of only a few to reach this level of recognition. Established for well over 20 years, we added Swallow Financial Investment Management Ltd in 2012 to specialise in the purchase and maintenance of collective investments.
We have a new opportunity for a Financial Planning Administrator to join our Wealth Management team supporting our offices in Ipswich. The ideal candidate will be working 5 days per week in the office (potential flexibility within this for the right person). We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke investment management to retirement planning and tax-efficient investing.
Having worked hard all your life, you deserve a long and comfortable retirement. Swallow Financial Planning puts the best financial strategy in place so you can achieve your ambitions. If you already have savings or pension plans, we'll assess if they're on track to give you the lifestyle you're hoping for - and recommend ways to grow them further.
Your pension plans should be in place long before you retire to ensure you get the return you hoped for. With many people now having more than one work-related pension, plus a personal and a state pension, it can be difficult to understand if you're on track to meet the retirement lifestyle you expect.
Reviews (3)
Ralph Carmel Abraham
Nov 14, 2020
I first came across Swallow Financial Planning by reading their newsletters which soon told me that they had the right sensible approach to the world's ups and downs. After meeting them, this sensible approach translated to a personal approach - for someone who likes to deal with small companies that always try harder - I can only say that they are personal, friendly, responsive and responsible - and I need all that in a financial adviser. Highly recommended.
Janet King
Nov 06, 2020
Edward Read
Apr 04, 2019
