Our expertise covers a broad spectrum of financial planning and will help you and your business. For more information contact us on 01295 275269 or visit our website at www.swannfinancial.co.uk.
Based in Banbury, Oxfordshire we have spent the last 14 years providing financial advice to clients in the local area. With an ever-changing environment and changing client circumstances, we feel that it is essential to write bespoke financial plans for our clients so we can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
Services that we provide
- Investment planning
- Retirement planning
Locations that we cover
We are able to support clients based in Oxfordshire, Gloucestershire, Northamptonshire, Warwickshire ,Wiltshire and Worcestershire.
How to contact Swann Financial Consultancy
Email – firstname.lastname@example.org
Web – www.swannfinancial.co.uk
The Partner Practice is an Appointed Representative and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives