“After 10+ years of involvement with Andrew, he has provided help and guidance on matters relating to our household finances and more recently has provided more financial advice for my own business KRC Ltd. We trust and will continue to trust Andrew Swann with our financial matters.”

Kenneth Rae

“We have been dealing with Peter Cooling at Swann Financial for several years both on a personal and professional basis and have always found him to be proactive, helpful, knowledgeable and easy to deal with. It’s a relationship that we value highly.”

Richard Good & Jo Ross, Blenheim Palace Conferences Ltd

“When I was a professional I thought I was invincible and never considered the future. The team at Swann Financial advised me and encouraged me to make provision. Now that I am retired I look back and realise how wise they were. Without their foresight, my retirement would not have been safeguarded as it currently is. Thank you to Banbury’s No 1 Pension and financial advice team.”

Retired Premiership Referee, Dermot Gallagher

“Swann Financial have given me superbly professional advice and customer care in the time I have been their client. I think anyone would be fortunate to have their financial affairs in such good hands.”

The Right Honourable Patricia Clifton

“My late husband, David and I have been fortunate enough to have been introduced to Andrew Swann and have been guided by his expertise in the financial markets over the years. We have always found him to be extremely pleasant, kind and courteous. A particular gift of his is explaining various proposals for dealing with investments etc in a straightforward manner in easily understood English, whereas so many people in the investment world think that one can understand financial jargonise – which as a lay person, one can’t! Andrew has the gift of explaining everything succinctly. He also takes his responsibilities extremely seriously. Dealing with other people’s money is a great anxiety, especially in these turbulent times and I feel that Andrew and his team are doing the best they possible can for their clients. I am so glad that I was put in touch with Andrew, and will happily recommend him to family and friends.”

P. A. Trevose Clowe

“I came to Swann Financial as a last resort. Worn out, frustrated, cynical and finding it difficult to trust anyone from the world of so called ‘Independent Financial Advice’; a world that seemed to me to stand many of the basic principles of human behaviour on their head. I had paid, I had invested but the experience had left me ready to quit (and spit) and to store what little I had under the bed.

I have ever since been looking for the superlative that best describes the ‘Swann Financial’ experience but still haven’t found it! ‘Awesome’ seems pathetically inadequate…’outstanding’ falls even shorter; in the spirit of ironic understatement I briefly considered ‘incredible’ but to no avail.

You see in all this there is an inescapable truth and that is that Simon and the team know what they are talking about. They give good, fair and objective advice; the client always comes first and they are not just there for the good times. The partnership of local knowledge allied with the strength in depth of St. James's Place robust and financially strong investment portfolio managed by some of the best in the business provides a symbiosis that is impossible to beat.”

Jonathan Warr

“Having known Peter Cooling at Swann Financial for over 20 years in both a personal and professional manner, we have found him to be a man of great knowledge and experience in his line of business. Peter is truly a perfect gentleman who cares about people and businesses as much as his own. We are more than happy to recommend him and his company to any family member or friend, as we can be assured that he will give them the best advice for their own circumstances.”

Jon & Dawn Biggerstaff