Andrew Swallow - Independent Financial Advice

Independent financial advice for older people and their families

What does it do?

Andrew Swallow is an experienced highly qualified Chartered and Certified financial adviser. He has built up a niche practice helping individuals and family businesses to manage their financial affairs and tax planning, with particular family and professional experience of the issues involved in later life planning. Swallow Financial Planning currently manages many £millions of funds for clients as part of the service it provides I provide independent financial advice to older people and their families.

I do this in whichever way suits my client - in their home, at my office or by telephone.

My particular specialisms are:
  • Paying for care
  • Equity release
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of W1B2HJ.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work. The first hour of advice at adviser's own expense.

How to access or apply for it:

Please phone or email me, as below.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.
Qualifications

  • Certificate in Financial Planning (FPC)
  • CF7
  • CF8
  • A Qualification

Classification(s):

Info last updated:

12/08/2017
Provider
Swallow Financial Planning, 33 Cavendish Square, London, W1G 0PW