Joining Swindells Financial Planning in 2010, Jonathan has brought with him over a decade of experience in the financial services industry and particular specialsims in the pensions and retirement arena.
In providing clients with the necessary financial planning, technical and administrative knowledge and support; the team at Swindells Financial Planning offer an enhanced client service, delivery and experience.
“My commitment is to the best possible result for our clients. I believe that through the disciplined and structured approach to financial planning and wealth management that is embedded within Swindells Financial Planning, along with the value added services we offer; our clients will benefit from a unique and enjoyable relationship with us.”
Telephone 01825 763366 Mobile 07594 274927
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 →