Swindells Second Opinion Service


Posted by: Swindells FP, on July 1, 2012.


The ongoing financial crisis around the world, combined with fluctuating asset prices, has left many savers and investors fearful and bewildered. If you are questioning whether previous financial advice remains suitable to your current circumstances in these challenging times, we are offering the Swindells Financial Planning “Second Opinion” service.

This provides you with the peace of mind that:

  • You have a robust and dependable overall investment strategy that is likely to work over the longer term
  • You are reassured that your primary dreams, goals and financial objectives are still achievable
  • You are confident and clear that your overall finances are structured in a sensible and tax efficient manner

If you wish to benefit from this “Second Opinion” service, please contact us by email (seaford@swindellsfinancialplanning.co.uk), call us on 01323 894202, or fill out the Book a Consultation form on the below right of this page to arrange a meeting.



|

Enter your email

Get free investment, pensions and wealth management news and advice.

* indicates required

*We will never share your details with any third party.


Categories



Client Stories





Book a consultation


Your Name (required)

Email (required)

Phone Number

Age

Employment Status

Income

What you would like to talk about?

captcha

Enter exactly what you see above






Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.


Latest… View all




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 […]

Read more →


Inheritance Tax is an avoidable tax


It is often said that Inheritance Tax is an avoidable tax, but many of us somehow fail to avoid it. Why is this? In our experience, clients’ failure to plan effectively is a result of the following perceived problems: Speed – How often will the thought of having to survive 7 years from the date […]

Read more →


What went wrong with the forecasts?


Reading the tea leaves Investors at year-end are inclined to reflect on the 12 months gone and muse on what the coming year might bring. Aware of this appetite for speculation, themedia tends to feed it with forecasts. These articles can be fun to read, but are even more so a year later. In January […]

Read more →


What should investors make of bitcoin mania?


Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

Read more →