Financial Planning For You

SWLaw Investment & Financial Planning Ltd in Devon offers a professional, holistic and innovative approach to financial planning. As independent advisers, we are not tied to any bank or insurance company; this ensures that we can search the entire financial market and offer solutions where your needs and objectives come first. By trusting us you can be sure to receive free and impartial advice

We recognise the important stages in your life, providing advice for:

1. Savings and investments

2. Pensions

3. Mortgages

4. Protection and Income Protection

5. Tax Planning

We offer an initial, no-cost, no-obligation meeting: this is very much a 'getting to know you' conversation. We will aim to identify, discuss, quantify and prioritise your needs to help us find the most suitable solution for you.

Your family can be protected, your retirement can be comfortable and your money can be given the opportunity to grow.  

Only once we have fully assessed and understood your situation and attitude to risk, will we draw up a plan for your financial objectives, taking into account our client agreement and fee structure.