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Q & A's - Building Your Wealth



How can I make work optional?


Our interactive and comprehensive planning takes into account your entire finances, spending and capital plans to devise a realistic and achievable plan.

By combining expert investment advice, overall tax planning advice and comprehensive planning we frequently enable many individuals and families to achieve far more than they had initially thought possible.


I want ongoing advice from a trusted adviser.


As a valued client we constantly review your circumstances and will provide you with regular and timely investment, retirement, tax planning and inheritance planning advice that will be of real value to you.

Our investment philosophy, based on decades of the finest global academic research, is matched to your own experiences and perception of risk, the level of risk you actually need to take to achieve your goals and crucially, your current and future financial capacity to ride out unexpected financial events.


I want someone to understand my unique financial needs and aspirations.


We were once told “I don’t care how much you know, what I care about is how much you care about me”, unlike most Private Banks and Stockbrokers our focus is on you and your needs and not simply your investment portfolio or your pension fund.



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At Swindells Financial Planning we understand everyone is different, and our advice process reflects this.


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Testimonials


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.


Bill Swan, Ontario, Canada





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