Welcome to Swan Wealth Management Ltd

Helping clients enjoy fulfilling lives by enabling them to achieve their financial goals.

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Swan Wealth Management

A brief introduction to Matthew, Richard and our business.

SJP Approved 13/06/2023

The Partner Practice is an Appointed Representative of 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.

Swan Wealth Management Ltd is registered in England and Wales, Number 07444470. Registered Office: Barley Wood Barn, The Walled Garden, Long Lane, Wrington, Bristol, BS40 5SA.