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. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Registered office address: The Old Boardroom, Collett Road, Ware, Hertfordshire, SG12 7LR.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Registered office address: The Old Boardroom, Collett Road, Ware, Hertfordshire, SG12 7LR.
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.
Between us we have a wealth of experience as finance advisors, which allows us to offer a comprehensive range of services to our clients.
A core focus of SWCO is based on delivering a high level of customer service and we work closely with DSCO Chartered Accountants to deliver an all-round financial and account planning service to all of our clients.
We meet with our all our clients at least annually to review their circumstances to ensure they are still on target.
Between us we have a wealth of experience as finance advisors, which allows us to offer a comprehensive range of services to our clients.
A core focus of SWCO is based on delivering a high level of customer service and we work closely with DSCO Chartered Accountants to deliver an all-round financial and account planning service to all of our clients.
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.
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.
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 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.
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.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
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.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
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.
Since joining, the level of service and advice has been 1st class, no job has been too small or big and always performed with a smile.
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.
Since joining, the level of service and advice has been 1st class, no job has been too small or big and always performed with a smile.
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