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






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


Living in Brighton, it is important to us to have an expert and highly experience financial advisor close to hand. This we have found in Duncan and the team at Swindells, and have tremendous confidence that they have our very best interest at heart. We never feel pressured, and they are great at gently chasing to ensure momentum is maintained. Great advice that we trust.

The Rosenberg’s, Brighton, East Sussex


Having regard to the current financial climate of uncertainty and restraint, Duncan Orr has steered my wife and I through a tricky course, maintaining healthy investment results and leaving us free to enjoy our retirement. He has proved empathetic, commonsensical and reassuring and enjoys our complete confidence.

Michael & Ruth McKeand, Bosham, West Sussex


We’ve tended not too feel much affinity with previous financial advisers. Duncan, however, is refreshingly untypical, with an informal yet authoritative, very individually focused approach. He demonstrates a genuine interest in empathising with our perspective on life, applying his extensive knowledge to help us achieve it.

Den & Sarah O’Dair, Brighton, East Sussex


With a busy international travel schedule, I needed someone that got to grips with my needs, set me on the right course to achieve my financial objectives, gave me regular updates with course correction if required and that I had confidence and trust would deliver the requisite returns. Duncan has delivered on all fronts.

Peter Barrett, Piltdown, East Sussex


Duncan Orr has taken time to explain to us in simple terms the volatile nature of the financial markets. He has tailored our investment portfolio to our expectations, enabling my wife and I to have peace of mind regarding our future finances.

Henry & Frances Susskind, Hove, East Sussex


I use Swindells for both my business accounting and personal financial planning and find them to be great at both.  I feel like I am in safe and proactive hands with Swindells and look forward to the continued benefits I will enjoy by all my financial needs being looked after and planned for through one good organisation

Colin Petts, Uckfield, East Sussex


We find Swindells to be very professional in their approach. When it comes to seeking their support and guidance, we have learnt to expect information that is simply understood which is exactly what we need. 

The Doran’s, Seaford, East Sussex


With a personal and professional approach, I find that Swindells Financial Planning are always very keen to listen to my requirements and answer any questions or queries I have. I find the support and advice that they provide me throughout the year to be of great value, and overall I think the level of service that they provide is great.

Paul Georgeson, Cleethorpes, Lincolnshire


For 20 years I managed my own investments as I had a useless adviser.  I now have a trusted adviser in Duncan Orr, who has been extremely helpful guiding me in the right direction.  

I can relax now knowing my investments are in safe hands.

Mrs Maureen Egerton, Seaford, East Sussex






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The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Investment essentials


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