At Swan Financial Planning, we believe that financial advice should be accessible to everyone. Our team of friendly advisers is here to guide you through the process, answering all your questions and providing personalised solutions that meet your unique needs.
Friendly, approachable, personalised mortgage & financial advice
Welcome to Swan Financial Planning, your friendly and approachable family-run financial advice service. We understand that navigating the complex world of finance can be daunting, but with our down-to-earth approach, we aim to make it an enjoyable and stress-free experience.
Offering friendly and honest advice based on your future goals.
Our down-to-earth approach doesn't stop at our advice. We pride ourselves on creating a warm and welcoming atmosphere, where you'll feel like part of the Swan Financial Planning family. We are always just a phone call away, ready to answer your queries and provide ongoing support throughout your financial journey.
With Swan Financial Planning, you can rest assured that your financial future is in capable hands. Our friendly team is dedicated to helping you achieve your goals and securing a brighter tomorrow for you and your loved ones.
Contact us today to have an initial conversation and discover how our approachable and friendly advisers can make a real difference in your financial life.
Financial advice for everyone.
We know that each client has their own story, dreams, and aspirations. That’s why we take the time to get to know you personally. We listen attentively to your goals and concerns, ensuring that our advice is tailored specifically to you and your family.
Whether you’re planning for retirement, seeking some of the best investment opportunities, securing a mortgage, protecting your loved ones with comprehensive insurance, or arranging your Will & protecting your assets, we’ve got you covered. Our experienced advisers will walk you through each step, explaining complex concepts in a straightforward manner, so you can make informed decisions with confidence.
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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. Most buy to let mortgages are not regulated by the Financial Conduct Authority. Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing and estate planning are not regulated by the Financial Conduct Authority.
Swan Financial Planning is a trading name of Pia Financial Services Ltd and Swan Financial Planning is the name under which we carryout these services. Swan Financial Planning is not a business in its own right, it is part of Pia Financial Services Ltd, an appointed representative of The Openwork, a trading style of Openwork Limited.
Pia Financial Services Limited was set up in 2007 and has been part of The Openwork Partnership since 2011. The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.