At Swann Financial, a Managing Partner Practice of St. James's Place Wealth Management, our dedicated team of advisers have a wide range of specialist knowledge & experience that helps fulfil all of our client’s individual wants & needs.

Our aim here at Swann Financial is to provide a meaningful relationship with each of our clients. It is our duty as your financial adviser to make sure you are looked after for your current & future circumstances. 

For our clients this includes having an yearly annual review (or more frequent if required) catch up with their personal adviser, to make sure everything is on track with their original plans. They have direct contact details to their adviser, so there is no need to wait to ask those important questions; they can also have meetings in the comfort of their home.

Each of our expert advisers have their own specific skills & advisory sets, this ensures that we can deliver the right solution for each of our clients. As each clients circumstances are different, we make sure they have the right adviser for them.

Your home may be repossessed if you do not keep up repayments on your mortgage.

If you need any advice on any of our services please contact us on 01295 275269 or visit www.swannfinancial.co.uk

Swann Financial is a trading name of Swann Financial Limited - Registered in England - Company no. 13817025 - Registered Office: 39 South Bar Street, Banbury, OX16 9AE

Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).  

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 29/10/2024

Swann Financial

Org chart

Teams

Offices

Similar companies