Mark joined Swindells Financial Planning in 2015, bringing with him a strong background in Investment Management and Operations. With the experience he gained through working for a leading Pensions & Investment Management firm, along with the UK’s leading investment platform, Mark has a solid all round knowledge of financial planning strategies, products, compliance and regulation.
Mark provides invaluable back office support to Duncan & Jonathan from his office in Chelmsford, Essex, ensuring a seamless journey for our client’s from before our first meeting through to those all important regular reviews of your financial plan.
Telephone 01245 905 117
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 →