Financial Services

SW Financial Planning is here to help you achieve your goals in life and in business whilst helping you to manage the risks that could otherwise derail your plans.

Financial Planning Tailored for You and Your Family

Welcome to SW Financial Planning, where we approach financial planning with professionalism, innovation, and a personal touch. As independent advisors, we aren't tied to any bank or insurance company. This means we can scour the entire financial market to prioritise your needs and objectives.

At every important stage of your life, we're here to provide guidance on:

  • Savings and investments
  • Pensions
  • Mortgages
  • Protection and Income Protection
  • Tax Planning

Our initial meeting is all about getting to know you. There's no cost or obligation. We'll discuss, quantify, and prioritise your needs to find the most suitable solutions. Rest easy knowing that your family will be protected, your retirement will be comfortable, and your money will have room to grow.

Only after fully understanding your situation and risk tolerance will we create a tailored financial plan. Our approach is transparent, and we'll discuss our client agreement and fee structure upfront.

Tax Planning

There are a number of options available which can help to reduce or eliminate your tax burden.
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Inheritance Tax

If you have assets approaching the threshold for Inheritance Tax, SW Law & finance can give you professional advice in relation to Inheritance Tax planning.
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Capital Gains Tax

If you have disposed of assets for a sum in excess of that originally paid you may be liable to tax on the gain.
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Savings and Investments

A successful investment strategy should always be shaped around your individual circumstances and needs. Remember diversification, tax incentives and time in the markets are the investors’ key tools.
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Pensions

Saving into either a private pension or your employer's scheme means that you're taking advantage of government tax breaks that can help boost your retirement income.
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Protection Insurance

Protection insurance is principally concerned with managing risk. It is usual to insure against the risks that you cannot afford to carry yourself – the risks that would be financially damaging or even ruinous.
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Equity Release / Lifetime Mortgage

SW Financial Planning hold the necessary certificate to advise, and the dark stories people hear about Equity Release are a thing of the past
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Mortgages

We are Independent Mortgage Advisers able to guide you through the process best fitting to your position.
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Testimonials

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“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”

Lindsay R

Financial
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”

Cynthia & Susan

Property
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“An outstanding and friendly service as always, thank you”

Mr & Mrs C

Property
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“Excellent. Friendly staff and very professional. Thank you”

Francis P

legal

Interested in our services?

If you would like an initial no obligation chat with a member of our team please get in contact.
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
01752 205202
Make an enquiry
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