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




Planning for Long Term Care


In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]

Read more →


Worried about the Pension Lifetime Allowance?


What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]

Read more →


Investment Management – Stop Monkeying Around!


In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]

Read more →


Review existing pensions


As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]

Read more →