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ClaimChartered Independent Financial Advisers
Swallow financial planning is a chartered financial planning firm. With offices situated in London and Ipswich, most of our clients are in the UK, however we do have clients as far a field as Canada, Australia and New Zealand.
Our bread and butter work is wealth management. This normally entails a client with assets in excess of half a million pounds and perhaps a number of different planning requirements such as estate planning, business investment or taxation issues.
Our investment philosophy is predominately passive asset allocation and we offer either portfolio management or Wealth management services. 75% of total investments are passive.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
London, England
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Year founded
Founded 1989
1 Locations
- London , England
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