Learn more about us
Duncan Orr, our Certified Financial Planner and Director, and Robin Stevenson Trust & Estates Practitioner, explain more about Swindells, how we work, the financial problems we solve and how we can help you achieve your aspirations and objectives.Get in touch today
Who we work with
Discover who we work with, the financial challenges and issues we solve and how we help our clients achieve their financial aspirations and objectives.
The financial planning process helps solve your current financial challenges, while securing your financial future. Learn more about how we achieve both aims.
We offer a range of different financial planning services to meet the needs of our clients who are heading in to retirement, or who have already finished work.
We run our business, advise our clients and invest their money in accordance with our principles. Duncan explains what they are, and how they benefit you.