Company Information

Get to know S.W.A.N. Financial Solutions

S.W.A.N. Financial Solutions Ltd is a family-run financial advice business located in Poynton, Cheshire. The company's name, S.W.A.N., stands for "Sleep Well At Night," which reflects its core mission to provide clients with peace of mind through clear, professional, and tailored financial guidance. They focus on building long-term client relationships and offer a comprehensive range of services including retirement planning, investment management, mortgage advice, and protection policies. The company operates as an appointed representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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S.W.A.N. Financial Solutions

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.