Our Advice Process

At Swindells Financial Planning we understand everyone is different, and our advice process reflects this.


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Being entrusted with a client’s financial planning, management of investable assets and ultimately, their future happiness is both a responsibility and privilege.

Every client is different; there is no ‘one size fits all’ option when it comes to financial planning. We provide interactive and comprehensive planning which provides our clients with the essential road map from which they can confidently plan and achieve their unique financial challenges.

We constantly seek new and innovative ways to deliver our advice, many of which embrace new technologies, so that clients can better understand their own situation and the advice we provide. Hard copy reports may still have a place, but increasingly our clients prefer and choose more visual and engaging ways to receive advice.



I want to thank you for your time, input and advice over the years over my pension and retirement.  I enjoyed working with you and would not hesitate to recommend you and your services.

Bill Swan, Ontario, Canada

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Latest… View all

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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

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