About

Swann Financial Consultancy has been helping clients and their families on their personal financial journeys since 2006. 

We understand that very few people have the time or expertise to manage their financial affairs effectively. This is not surprising as the financial world we live in is complex and fast-changing. In addition, everyone’s financial journey is unique; advice and recommendations for a friend or family member will unlikely match your own financial needs and requirements, for today or tomorrow. 

Our team are here to help assist and guide you along your own unique financial journey, wherever that may take you. We will be there beside you for every step of the way to help support you and your family for the years to come. 

Here at Swann Financial Consultancy, we have a great team with a wide range of expertise and knowledge developed over many years. We are here to help clients and their families (both individually and in their business) fulfil their aims and aspirations, as well as offering that all important ‘peace of mind’ for the future.

We offer a seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management, with all advice guaranteed by the successful St. James's Place Wealth Management Group. 

We take pride in the personal service we offer to our clients and we have it firmly at the heart of everything we do. By developing trusted relationships and providing top quality advice through our excellent Client Experience, we can help our clients achieve their financial goals. 

Don’t just take our word for it; a lot of our clients come to us after hearing about our service from their friends, family and co-workers. We are proud of the number of clients that come to us after receiving a recommendation. Have a look at our testimonials to see what our clients have to say.


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