The dream of a valuable nest egg is a lot easier to turn into a reality than you might imagine.
Even small amounts saved regularly can soon accumulate into a considerable sum. It need not involve major financial commitments. It can be very simple. What is needed most of all is:
• reliable advice on regular savings
• a little financial planning
• a company with a sound reputation for money management
As a financial adviser, that is what I am here to provide. I'm legally responsible for ensuring my advice is appropriate to your individual circumstances and well suited to your needs.
So when the time comes to supporting your child through university, buying another car, treating yourself to a lavish holiday or whatever plans you may have, the money can be there, ready to use.
You may also have existing investments that you would like reviewed to ensure they are still suitable for you and I'd be happy to do this for you.
Warning: The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Phone: 01793 354443
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
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
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)