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).

Founded in

United Kingdom