Welcome to SWCO Financial Planning
Welcome to SWCO Financial Planning
Welcome to SWCO Financial Planning
Welcome to SWCO Financial Planning
Welcome to SWCO Financial Planning

The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

Graham Cleveland Director, Head of Financial Planning

Graham, who has been working in the finance industry for more than thirty years and holds the prestigious Certified Financial Planner’s Licence (CFP). This is the professional qualification of the Chartered Institute for Securities & Investment which confirms that the practitioner is able to apply financial planning in an integrated format. Graham was one of the earliest members to achieve this certification amongst the independent financial advisors community.  He especially enjoys dealing with complex issues of financial planning in the areas of tax, Estate planning and Retirement planning.

His career experience includes working for a national independent financial adviser, and with two major insurance companies but for over the last 16 years plus he has run with his fellow director his own company.

He is married with three children. A keen sportsman both playing and more so watching! He is also involved in his community through the charitable Trust he set up with his co-director Jon Cobb, belongs to a local church, and is an active member the Association of Christian Financial Advisers. He is an accomplished speaker either alone or with his co-director, Jon Cobb.

E: graham@swco-fp.co.uk T: 01920 444915
Jon Cobb Director, Head of Investments

Whilst very skilled in all aspects of financial planning, Jon’s particular focus is asset management, and he is responsible for the fund choice and asset allocation heading up our investment committee meeting on a regular basis to review the asset allocation and funds recommended.

Having worked in the finance industry for more than twenty years, Jon has a wealth of experience and knowledge to offer. His work experience includes working in Lloyds of London before working for a national independent financial adviser firm.

He shares the SWCO passion for bringing a holistic approach, coupled with the sound principle of diversification, to the financial advice he gives his clients.

Jon is married with three children. He has visited the Dominican Republic to assist in house building and school projects for Haitian refugees and the children living on rubbish tips. This was in his role as a non-executive trustee for Mission Direct, a charity supported by TWM charitable trust, Trinity Ministries. An avid “Pompey (Portsmouth)” and “Sarries (Saracens)” fan, Jon is interested in all sports – angling, Rugby, cricket, football and boxing.

He is an accomplished speaker either alone or with his co-director Graham Cleveland.

E: jon@swco-fp.co.uk T: 01920 444915
Dave Brown Senior Paraplanner

Dave has been working in Financial Services his whole career after leaving school in 1983. Working for a Global Insurance company for over 20 years before joining a national IFA for a number of years after his responsibilities over his career have a included, paraplanning with SWCO for the past 5 years, a qualified CF30 financial adviser, training and development leader, client servicing manager and team leader

Dave has a Daughter and like the rest of the team is also a very keen sportsman. Captain of his local Golf Club (Mill Green GC) in 2018 he is seen on the fairways at most weekends playing golf. He is also one of many frustrated Spurs fan.

E: dave@swco-fp.co.uk T: 01920 444915
Jayne Travers

Jayne is the face of the team that will meet and greet you in our office reception. Having previously worked for a number of years at a local glaziers where she project managed the roofline department, being the first point of contact her customers are second to none.  

Before leaving to bring up her children, Jayne worked in the Travel industry selling flights all over Europe and was a Team Leader selling holidays to Disneyland Paris.

She is married with 2 daughters who are her biggest spare time hobby, but she also enjoys holidays in the sun, partying, gardening and interior design.

Company address: SWCO Financial Planning, The Old Boardroom, Collett Road, Ware, Hertfordshire, SG12 7LR

T: 01920 444915 E: info@swco-fp.co.uk

Registered office address: The Old Boardroom, Collett Road, Ware, Hertfordshire, SG12 7LR.

 

Registered in England and Wales under reference....

SWCO Financial Planning is an Appointed Representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority. ValidPath Ltd is entered on the Financial Services Register (www.fca.org.uk/register/) under reference 197107.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

 

 

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