We provide clients with three fundamental and key benefits:
We actively specialise in helping individuals and families who have significant Inheritance Tax liabilities and are seeking strategies and solutions to reduce this, we also enjoy working with individuals who have accumulated large pension funds and are seeking advice on how best to use these and their other assets to fund their lifestyle after ceasing work.
Recognising the need for simplicity over complexity, we focus on you as an individual and your unique financial and lifestyle challenges, and deliver a highly responsive and bespoke planning service. Stockmarkets may be volatile, but our values are steadfast.
At Swindells Financial Planning we are passionate about providing clients with individual, independent and impartial advice, enabling them to feel confident and secure about their financial future and inspired to lead the life that they really want.
We want to change the way you think about investing. We use decades of the finest global academic research to provide you with a disciplined, structured and ultimately successful investment experience. We will not speculate, forecast or attempt to crystal-ball gaze in the way that others in the financial services industry do. We believe that approach to be flawed, detrimental to your wealth and outdated.
Swindells Financial Planning has a client base across Sussex and beyond. At a free initial consultation we fully explain our fee structure – and the value you can expect in return.
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.
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 […]Read more →
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 […]Read more →
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 […]Read more →
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 […]Read more →