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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.

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Latest… View all

Navigating the care home system

What you need to know about looking for a care home Funding and sourcing Long Term Care is becoming a major concern not just for those about to require Long Term Care and navigating the pitfalls of the State system, but also for children forced into sourcing what they hope will be suitable care for […]

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Volatility in global stock markets

Here’s one final word on the recent volatility in Global stock markets. As always, Carl Richards put this into context with one of his graphics and a few words… Normal Can Feel Scary… Imagine being in a boat in the ocean on a very still day. No wind. No swell. The water is as flat […]

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Putting the current stock market decline in context

There’s no doubt hyperbolic headlines depicting the recent falls on the world’s financial markets are potentially anxiety-inducing. With the FTSE 100 Index falling to its lowest level since April 2017, the effect of the headlines is to promote a sense of uneasiness; we’re here to remind you that this shouldn’t be the case. Instead of […]

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Inheritance Tax is an avoidable tax

It is often said that Inheritance Tax is an avoidable tax, but many of us somehow fail to avoid it. Why is this? In our experience, clients’ failure to plan effectively is a result of the following perceived problems: Speed – How often will the thought of having to survive 7 years from the date […]

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