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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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Trusts in the modern world

Trusts can be powerful tools and are deeply rooted in centuries of English legal history. For almost 1,000 years, families have been using trusts to preserve and manage their wealth for the benefit of their heirs. Some of the main benefits a trust can provide include: Safety net – asset protection from life events such […]

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2016 World Stock Market: in Summary

In 2016, the UK stock market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. UK investors with overseas assets benefited from the decline of the value of the pound, with Sterling falling 16% against the US dollar. See Note 1 The year began with anxiety over […]

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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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