Swan Financial Planning

02/09/2026

14/08/2026

Friday Feeling at Swan Financial 🦢✨
Another busy week done, and we're definitely looking forward to the weekend 🥂
Time to switch off, spend some time with the family and recharge before another week begins.
Happy Friday everyone! ♥

14/08/2026

National Financial Awareness Day is a timely reminder that building a strong financial future starts with having a clear plan.

Whether you're saving for a major milestone, planning for retirement, or looking to make the most of your money, taking the time to understand your goals and put a plan in place can help you stay on track.

Swipe through for simple steps to help build a financial plan that's right for you. ➡️

09/08/2026

Everyone needs a financial plan and the amount in your bank account shouldn't determine whether you have one.
It's a common assumption, but it's also one of the biggest misconceptions about financial planning. Whether you're planning for retirement, building financial resilience or simply looking for greater confidence in your finances, having a plan can help you understand where you are today and where you want to be tomorrow.



Approved by The Openwork Partnership on 03.08.2026

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Swan Financial Planning is a trading style of Pia Financial Solutions Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

04/08/2026

A new baby has a way of reshaping your whole world. Suddenly, the future feels bigger and so does the responsibility that comes with it.

As life changes, the protection you rely on should be able to change with you. Some policies allow your cover to grow as your family grows, without needing to answer new medical questions. It’s support that adapts as your story unfolds.

Let’s make sure the protection you have truly fits the life you’re building. Contact us today.



Swan Financial Planning is a trading name of Pia Financial Services Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 19/05/2026.

28/07/2026

Thinking about protection for the first time can feel overwhelming, but it’s really about one thing: taking care of the people who matter most.

Whether you’re considering life insurance, income protection, or critical illness cover, this is your moment to build a safety net that supports your future. Putting protection in place is an act of responsibility, but also one of love. It means you’re ready to create stability, safeguard your plans, and ensure that whatever happens, your financial wellbeing stays on track.

Your family deserves security. And you deserve peace of mind.

Ready to explore your options? We’re here to help you understand what protection could mean for your life.



Swan Financial Planning is a trading name of Pia Financial Services Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 06/05/2026.

23/07/2026

6 months until your mortgage deal ends?

Your mortgage lender may offer you a deal but it might not be the right one for you. We can help you explore a wider range of options and find what works for you.



Approved by The Openwork Partnership on 15/07/2026.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Swan Financial Planning is a trading name of Pia Financial Services Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

15/07/2026

Saving for a deposit can feel like the biggest barrier when buying a home.
But with new low-deposit options available, there may be more routes onto the property ladder than you realise.
We’re here to help you figure it out.


YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Approved by The Openwork Partnership on 23/06/2026.
Swan Financial Planning is a trading name of Pia Financial Services Ltd, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

27/06/2026

Delighted again to be named in the 2026 Top Rated Adviser Guide
Thank you to all our clients who took the time to leave a review