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 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 →
3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]Read more →
It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]Read more →