Swallow Financial Planning LLP
25 St Helen's Streeet
Ipswich
IP4 1HH
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.
Authorised and Regulated by the Financial Conduct Authority.
FCA no. 227810.
Head office: 25 St Helen's Street, Ipswich, Suffolk, IP4 1HH.
London office: 33 Cavendish Square, London, WIG 0PW
We advise UK tax-residents only.
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