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.

 



Testimonials


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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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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