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Welcome to SW Financial Planning, where we approach financial planning with professionalism, innovation, and a personal touch. As independent advisors, we aren't tied to any bank or insurance company. This means we can scour the entire financial market to prioritise your needs and objectives.
At every important stage of your life, we're here to provide guidance on:
Our initial meeting is all about getting to know you. There's no cost or obligation. We'll discuss, quantify, and prioritise your needs to find the most suitable solutions. Rest easy knowing that your family will be protected, your retirement will be comfortable, and your money will have room to grow.
Only after fully understanding your situation and risk tolerance will we create a tailored financial plan. Our approach is transparent, and we'll discuss our client agreement and fee structure upfront.
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We strongly believe in the benefits of developing long-lasting relationships with our clients.
We aim to be approachable, easily contactable and offer a broad, inter-discipline, assessment of client needs. We are happy to meet via telephone or virtual meeting, but still prioritise face-to-face meetings where possible.
We work closely across our departments to ensure that specialist knowledge and experience is accessed; when queries arise, there will always be someone available who understands and can deal with your concerns.
We are also keen to work alongside other key stakeholders and individuals; land agents, accountants, your existing solicitor or financial adviser, and of course, your family.
As a firm we are keen to promote and involve ourselves in the community, and to support local charities and initiatives, such as Jeremiah’s Journey, St. Lukes, the Plymouth Argyle Community Trust (Project 35), Emotional Logic and the Ivybridge Brewery.
The South West is a beautiful places to live and we are proud to be based here, we’re therefore keen to help where we can.
Start the process using this form and one of our expert team members will be in touch with you shortly.
