Swindon Financial Planning

Welcome to my website

A secure financial future depends on putting the right plans in place now. I help my customers do just that by providing long-term financial solutions to take them to retirement and beyond.

I carry out extensive research to understand each customers’ individual needs and requirements. I'll then work with them to ensure the correct planning is put in place and is then continually reviewed to ensure it remains suitable. At a time when work and lifestyle patterns are evolving and people are living longer, I believe planning ahead is more important than ever before.

Please enjoy browsing through my website and if you would like to find out how any of the subjects covered relate to your own personal situation and requirements don't hesitate to contact me.

Kind regards

Neil

Neil Parker

Financial Adviser

****Hot topic****

CGT has been increased to 28% so if you'd like to find out how this affects you and also learn about tax efficient saving wrappers please call me today on 01793 487143.

Pension A-day was introduced in April 2006 and consolidated all previous pension regimes into one set of rules. It is therefore vital that you review your pension provisions if you have not recently done so. Many old style pension policies have high charging structures and limited investment choice. It is now possible to review your situation and see if it is beneficial to transfer to a more flexible and lower charging policy. This is especially useful if you have a number of different policies that you would like to bring together under one roof that is easy to review in the future.

To discuss any areas covered in this website please contact me at:

Neil Parker

Phone: 01793 487143

Mobile: 07968 586449

Email: neil@swindonfinancialplanning.co.uk

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.