Swan Financial Planning

Swan Financial Planning Swan Financial Planning offers advice on Pensions, Investments, Mortgages, and Will & Estate Planning

Whether you are buying your first home, remortgaging or purchasing an investment property, we offer invaluable advice to help you secure the right mortgage for you. Some things are certain in life, like the fact that one day, we will die. Most of us would like to think that when that day comes we will be old, our loved ones will be financially secure and our financial responsibilities will be take

n care of. But some things are less certain and, sadly, such a situation isn’t always the reality. Even if we do live a long and happy life, we may at some point suffer an illness or accident that prevents us working, or become a victim of unemployment. It’s therefore sensible to consider how best you’d protect your finances and those of your family if the worst were to happen.

Saving for a deposit can feel like the biggest barrier when buying a home.But with new low-deposit options available, th...
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.

28/06/2026
Delighted again to be named in the 2026 Top Rated Adviser GuideThank you to all our clients who took the time to leave a...
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

With lenders reacting to global uncertainty by changing or withdrawing products, it’s never been more important to explo...
17/06/2026

With lenders reacting to global uncertainty by changing or withdrawing products, it’s never been more important to explore all your options.
An adviser can help you compare a broad range of deals and understand what’s right for you.
Don’t rely on one lender’s view of the market. Speak to us for a clearer picture.


Approved by The Openwork Partnership on 31/03/2026.
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.

The Chancellor has asked major mortgage lenders to contact the 1.6 million borrowers whose fixed‑rate deals end this yea...
26/05/2026

The Chancellor has asked major mortgage lenders to contact the 1.6 million borrowers whose fixed‑rate deals end this year.
Before you accept your lender’s offer, it’s worth exploring your options. We can help you to compare extensive panel of lenders and help you choose what truly fits your goals, budget and future plans.
If your rate is ending soon, have a chat with us first. 🏠


Approved by The Openwork Partnership on 08/04/2026.
Swan Financial Planning is a trading name of Pia Financial Services Limited 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.

19/05/2026

Your mortgage lender may soon contact you, if your fixed rate ends this year... but remember, they’ll only show you their products.
An adviser can help you explore a wider range of options across the market for first charge mortgages and find what truly suits your needs.
Before you lock in a new deal, talk with us and have that conversation.



Approved by The Openwork Partnership on 31/03/2026.
Swan Financial Planning is a trading name of Pia Financial Services Limited 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.

Address

Edgworth
BL70DE

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 5pm

Telephone

+447578880490

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