Swindon Financial Planning Ltd

Swindon Financial Planning LtdSwindon Financial Planning LtdSwindon Financial Planning Ltd

Swindon Financial Planning Ltd

Swindon Financial Planning LtdSwindon Financial Planning LtdSwindon Financial Planning Ltd
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    • Home
    • About us
    • Pensions
    • Investments
    • Asset Management
    • Insurance
    • Mortgages
    • Will writing
    • Testimonials
    • Contact us
  • Home
  • About us
  • Pensions
  • Investments
  • Asset Management
  • Insurance
  • Mortgages
  • Will writing
  • Testimonials
  • Contact us

Welcome to Swindon Financial Planning Ltd

Welcome to Swindon Financial Planning LtdWelcome to Swindon Financial Planning LtdWelcome to Swindon Financial Planning Ltd
Book Now

01793 354443

Welcome to Swindon Financial Planning Ltd

Welcome to Swindon Financial Planning LtdWelcome to Swindon Financial Planning LtdWelcome to Swindon Financial Planning Ltd
Book Now

01793 354443

Neil Parker - Financial Adviser - 01793 354443

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.

  

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.

  

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Building Strong Futures

I carry out extensive research to understand each customers’ individual needs and requirements. I'll then work with you 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.

Hot topics

It is now possible for anyone over the age of 55 to take the full pension as a lump sum rather than having to purchase an annuity.  This makes pension saving much more appealing so please contact me to discuss your options.  Tax charges can apply so it is vital that care is taken and professional advice is therefore vital in this area.


The state pension age has been pushed back in recent years with the indication being that this will be extended even further.  It is therefore vital private retirement planning is put in place with plenty of time if you'd like to retire early and have some enjoyable years after your working life.  Even saving a little each month could mean a lower retirement age. The sooner savings are put in place the greater the results will be.


The recent trade tariffs and war in Ukraine has had a significant impact on fund values but there are things you can do to be best placed to cope with these.  Please call me today on 01793 354443 to discuss your options. 


Tax treatment varies according to individual circumstances and is subject to change.  


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

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Contact Me

Neil Parker

Office - 01793 354443

Mobile - 07968586449

Email - neil@swindonfinancialplanning.co.uk

Swindon Financial Planning Ltd

Osterley Road, Haydon Wick, Swindon, SN25 1UN, United Kingdom

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Swindon Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.  Swindon Financial Planning Limited is registered as a company in England & Wales. Number 8763093. Registered Office: 40 Osterley Road, Swindon, SN25 1UW 


If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department

Quilter

SUNDERLAND

SR43 4JP


Email: QFPcomplaints@quilter.com

Tel: 0808 171 2626


You can find more information by visiting the Quilter Financial Planning website:


http://www.quilterfinancialplanning.co.uk/contacts/


If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)


Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 11/04/2024

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