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.
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 →
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 →
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 →
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 →