Welcome to SWCO Financial Planning, Independent Financial Advisers in Ware, Hertfordshire. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening.
Services
Our aim is to provide a comprehensive wealth management service on a very personal basis overseeing client's savings and pension portfolios with a clear and tightly managed investment philosophy and process. We meet with our all our clients at least annually to review their circumstances to ensure they are still on target.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Graham, who has been working in the finance industry for more than thirty years and holds the prestigious Certified Financial Planner's Licence (CFP).
This is the professional qualification of the Chartered Institute for Securities & Investment which confirms that the practitioner is able to apply financial planning in an integrated format.Graham was one of the earliest members to achieve this certification amongst the independent financial advisors community.
This is the professional qualification of the Chartered Institute for Securities & Investment which confirms that the practitioner is able to apply financial planning in an integrated format.Graham was one of the earliest members to achieve this certification amongst the independent financial advisors community.
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you. Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
Good, comprehensive and honest financial advice delivered by a team of helpful and approachable people. We feel that the advice we have been given has provided us with a secure future and we would happily recommend SWCO to anyone. I was introduced to Jon and Dave of SWCO over 5 years ago when I was concerned at the level of service I was receiving from my current Financial Adviser.
Reviews
Be the first to review S W C O Financial Planning.
Write a Review
