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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

Key considerations with a Final Salary pension

Should you consider transferring out of a Final Salary pension?  The overwhelming majority of people who have a Final Salary pension (also known as a Defined Benefit or DB pension) are best advised to stick with it. A guaranteed retirement income from such DB pensions may go some way in providing peace of mind that the […]

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Top 10 New Year Headlines

What will 2017 hold? Our natural curiosity about the future makes a ready-made market for speculative media articles about events likely to drive financial markets in the coming year. But the assumption driving much of this seasonal coverage is that the mere turn in the calendar from one year to the next justifies overhauling your […]

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What is the ideal investment strategy?

“Is now a good time to be in stocks?” “Should currency risk be hedged?” Questions of this kind, often seen in the financial media, tend to confuse means with ends. The answer in every case is “it depends”. Different strokes for different folk Think about a group of friends, dining out at a restaurant, and […]

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UK Fund Management Review

In November the Financial Conduct Authority (FCA) released its latest review and this time it has focused UK Fund Management industry practices and how these can impact customers; i.e. you and me. The report is not good reading for the industry and some commentators are urging the FCA to take further action against the morally […]

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