Company Information

Get to know Swallow Financial Planning

Established by Roger Swallow, Swallow Financial Planning is a firm of Independent Financial Advisers (IFAs) based in London. The company focuses on building long-term relationships with clients by providing tailored financial advice across various life stages. Their core services include pension planning, investment management, mortgage advice, financial protection (like life insurance), and estate planning. The firm operates as an appointed representative of Quilter Financial Planning Ltd, which is authorized and regulated by the Financial Conduct Authority (FCA).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Swallow Financial Planning

United Kingdom

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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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.