Swan Wealth Management Ltd is a financial planning and wealth management specialist serving individuals, families and businesses through reliable face-to-face advice.
Relationships are important to us. We work closely with our clients, building relationships based on trust. This ensures that we are able to provide appropriate advice tailored to financial needs and future aspirations when it is needed.
Many of our existing clients have been pleased with the service we offer and have introduced their friends, family and colleagues to us.
Our clients have either accumulated financial wealth or strong earnings, and are often busy, professional people. They recognise the need to implement a disciplined structure to their personal finances. Our clients understand the value of partnering with a trusted advisor to assist in managing their financial affairs.
Swan Wealth Management Ltd is a member of The St. James's Place Partnership. Clients benefit from the St. James's Place approach to investment management, guaranteed advice*, and expertise throughout all aspects of personal wealth management through access to specialist advice partners.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.