Giving you understanding, guidance & confidence…

Watch the video →



Investment


Our aim is to help you make smart decisions about your money and, ultimately, to enjoy the peace of mind that is the product of a successful investing experience.

To achieve this outcome we will:

To read more about our beliefs and decisions we make when designing our investment strategies to meet your needs; read our full Investment Policy Statement.






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





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








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


Our Advice Process →






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




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 […]

Read more →


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 […]

Read more →


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 […]

Read more →


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 […]

Read more →