Our Practice originated by bringing together three long terms colleagues, Andrew Swann, Peter Cooling and Simon Pigott who were subsequently joined by Mark Jeffries, Tracey Gordon, Simon Richards and more recently Ray Sommerfield and Dawn Carey with Dawn specifically expanding our Mortgage proposition for clients.
As our business and commitment to clients continues to develop, we are really pleased to have been able to bring onboard the long established Woodcote Wealth Management Ltd. Their success has been well assisted by their team of advisers, Claire Gore, Barry Gordon, Michael Bull and Martin Clayton all of whom have now joined us here at Swann Financial Consultancy which will help us to continue to provide the excellent levels of service to all of ours and their clients.
Our combined team now spans across our two offices in Banbury and Northampton. We continue to be well supported by an excellent back office team to ensure you, all of our clients, receive the best service possible.
We appreciate that your financial situation is unique, and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
We provide face-to-face advice and specialise in meeting the financial needs of both private and business clients. We are often asked to help address simple and straightforward issues, as well as complex pension planning, mortgage and inheritance tax problems. In every situation, we respond with reliable, personal advice designed to suit individual requirements.
Our long term objective is in helping our clients move closer to achieving complete financial independence. We look forward with confidence to working with you over the coming years as we continue upon this exciting journey.