Giving you understanding, guidance & confidence…

Watch the video →

Learn how Swindells Financial Planning can help solve your unique financial challenges.

About Us →

Common Q&A’s for our typical clients.

Building Your Wealth

  • Achieve your financial goals
  • Plan for your retirement
  • Manage your wealth

Thinking Of Retirement

  • Anticipating retirement
  • Retiring now & exploring options
  • Asset management in retirement

Your Wealth In Retirement

  • Maintaining Financial Independence
  • Managing Family Wealth
  • Inheritance Tax Planning

At Swindells Financial Planning we understand everyone is different, and our advice process reflects this.

Our Advice Process →

Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.

Latest… View all

Inheritance Tax: what can you do about it

Inheritance Tax (IHT) is affecting more and more families nowadays and we’re often asked what can be done to avoid the taxman receiving thousands of pounds, rather than the family. There are several things you can do to reduce the impact of IHT and here is a list of some of them. 1. Make a […]

Read more →

Free seminar: Modern Inheritance Tax Planning – The very latest do’s and don’ts

If you would like to find out how to maximise the new Main Residence Nil Rate Band, which is due to come into effect in April 2017, then do reserve your place on this seminar. Along with the latest do’s and don’ts of Inheritance Tax Planning, we shall also be highlighting the important aspects that […]

Read more →

How to invest for success following the US election

Let’s assume the presidential election took place yesterday, this is how you would position your portfolio. You will all now know that yesterday (8 November 2016) was a historic day for our planet. The new leader of the free world was announced. So how should you position your portfolio in the light of the fact that  President Clinton/Trump is […]

Read more →

Long term perspective on short term volatility

Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum, and it caused a flurry of activity across world markets. Short term volatility can make investing in shares uncomfortable, but that discomfort comes with the territory and it’s important to keep it in perspective. We manage […]

Read more →