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.
In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]Read more →
As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]Read more →
The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]Read more →
What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]Read more →