Wealth Management
We are often asked by clients of Swayne Johnson Solicitors to introduce them to financial advisors.
Finding the right financial advisor for you is as difficult as finding the right solicitor or indeed any other professional advisor.
When our clients ask us for a recommendation, we have a responsibility to introduce them to only the very best.
In 2016, the Directors of Swayne Johnson Solicitors Limited set up Swayne Johnson Wealth Management Limited.
Swayne Johnson Wealth Management Limited has a panel of financial advisors whom we have vetted and built up a trusted working relationship over many years. We are confident that the financial advisors on our panel not only have the high level of expertise required but also the same standards of excellent client care as Swayne Johnson Solicitors. We know that the financial advisors on our panel will care about you as much as we do.
The financial advisors on our panel can help you with:-
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Pensions and securing your retirement
Planning for a comfortable Retirement – are you confused by the new pension rules? Do you have questions or concerns regarding your pension provision? Get expert advice from our panel.
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Managing your investments
Our panel of experts can help you achieve your investment goals. Your wealth is as important to them as it is to you.
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Planning your tax
Could you be paying too much? Structuring solutions in the most tax-effective way.
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Protecting your family and your lifestyle – our panel can help you look after the people you love with income protection, life assurance, mortgage protection, health and long-term care planning
Protecting your business – whether you are a sole-trader, partner or shareholder you are key to the future security and success of your business. What would happen to your business if anything happened to you? Our panel of advisors can help you with key-person protection and cross option agreements.
If you have not met with a financial advisor ever before or in the last 12 months then the chances are that you need to. We promise you professional, expert and friendly advice.
To arrange a completely free, no obligation meeting with a financial advisor, call us on 01745 818258 or email
planning@sjwealthmanagement.com.