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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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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 […]

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Accelerate your inheritance tax planning

In the tax year to April 2016, the government’s Inheritance Tax (IHT) take was £4.66bn (Office for National Statistics). That’s up more than 20% on the year before and by 2021, IHT is forecast to be bringing in £5.7bn. Arguably, one of the best ways to avoid IHT is to die with too little in the […]

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Should you repay a child’s student loan

Parents and Grandparents often have the very best intentions and interests of their children and grandchildren at heart when it comes to paying off or ensuring their offspring don’t leave University with any debt, but is this the wrong thing to be doing? The FT’s Clear Barrett and Naomi Rovnick made this brilliantly concise 2 […]

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Index Funds: Award winning documentary

The 12 step Recovery Programme for Active Investors is a documentary film that highlights what works in investing and what doesn’t. The film was produced and made in the United States by Mark Hebner, but there is overwhelming evidence that the fundamental lessons underpinning this documentary are transatlantic and should be followed by all UK […]

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