Swallow Financial Planning

02/07/2025

Insurance Awareness Day is a great opportunity to check in on something we often put off: protection.

Thinking about what could go wrong isn’t always easy, but having the right cover in place means you can move forward with confidence. From income protection to life cover, it’s about making sure you and your loved ones are supported if the unexpected happens.

Find out more about planning for the unexpected here 👉 https://bit.ly/3I9YtGn!

30/06/2025

Protecting your team is more than a perk; it’s essential for keeping your people focused and your business running smoothly. Benefits such as death-in-service, income protection, and private medical insurance can support employees' financial wellbeing in a cost-efficient, tax-savvy way.

If you’re looking to attract and retain top talent, consider the impact that meaningful benefits can have on your employees and their families. Learn more on our website: https://bit.ly/4kKhFIF

13/06/2025

Inherited a lump sum and wondering what to do next? Speaking to a financial adviser can help you make considered decisions about how best to use the funds - whether that’s paying off debt, growing your savings or planning for the future.

Discover how to make every pound count on our ‘Inheritance’ page for some helpful guidance, or give us a call on 01473 384858 to talk things through.

04/06/2025

Protecting your team is more than a perk; it’s essential for keeping your people focused and your business running smoothly. Benefits such as death-in-service, income protection, and private medical insurance can support employees' financial wellbeing in a cost-efficient, tax-savvy way.

If you’re looking to attract and retain top talent, consider the impact that meaningful benefits can have on your employees and their families. Learn more on our website: https://bit.ly/4kKhFIF

21/05/2025

Ever wondered how long you might live and what that means for your retirement planning? Swallow Financial’s Life Expectancy Calculator draws on the latest ONS data to give you a clear, personalised estimate of your remaining years, plus your odds of reaching 100.

Simply enter your age and s*x to discover how many years you may have ahead and your probability of celebrating a centenary; insights that help you plan your savings, pensions, and lifestyle with confidence.

Try it now: https://bit.ly/3ZqkPsU

07/05/2025

Considering the costs of future care? The average weekly cost for residential care in the UK is £949, while nursing home care averages £1,267. These substantial expenses can quickly deplete your savings and impact your financial legacy.

At Swallow Financial Planning, we specialise in helping you navigate these costs with strategic planning. Our expert advice ensures you're prepared for the future, safeguarding your assets and providing peace of mind. Explore our care planning services & get in touch today: https://bit.ly/4d8R7OL

07/04/2025

Markey Volatility and Protectionist Policies: A Closer Look -

Recent developments in global stock markets have been heavily influenced by the U.S. government's renewed embrace of protectionism. This approach, historically ineffective, is once again being tested — and unsurprisingly, it is already producing adverse outcomes.

27/03/2025

Spring Statement March 2025 Summary -

Having now considered her policies, we have put together a summary of the major headlines. To view our briefing please click the Read our summary button below.

20/02/2025

Heads up, homebuyers! Stamp Duty Land Tax (SDLT) rates are set to revert to their standard levels from 1 April 2025. If you’re planning to buy or move before then, these changes could impact how much you’ll pay in tax—especially for first-time buyers.

What does this mean for your financial plan? Get in touch with our team at Swallow Financial to get advice on how you can keep your homebuying goals on track!

12/02/2025

At Swallow Financial, we offer advice to help couples build a secure future together. You might consider aligning your retirement goals, maximising your savings with combined ISAs, and protecting each other with thoughtful estate planning. Get in touch today to explore your options.

29/01/2025

Are you confident your pension will support the lifestyle you envision in retirement? Our experienced advisers can work with you to review your plans and provide tailored advice to help you achieve your goals.

20/01/2025

Feeling the strain of Blue Monday? Financial worries can often feel overwhelming, but our advisers at Swallow Financial Planning are here to help. Whether it’s managing debt, saving for the future, or planning your retirement, we’re on hand with expert advice to ease the stress.

Let’s start turning things around—get in touch with us today.