Testimonials

What do our clients say about us?

Good, comprehensive and honest financial advice delivered by a team of helpful and approachable people. We feel that the advice we have been given has provided us with a secure future and we would happily recommend SWCO to anyone.

Mr & Mrs Nash January 2018

I was introduced to Jon and Dave of SWCO over 5 years ago when I was concerned at the level of service I was receiving from my current Financial Adviser. Since joining, the level of service and advice has been 1st class, no job has been too small or big and always performed with a smile.

Mr A Costin – January 2018

We engaged SWCO in 2016 to conduct an initial financial review of our pensions and investments. Throughout the process, we were very impressed by the friendly, professional and above all independent service. Graham and Dave’s support led us through an impressive process of fact finding, goal definition, development of a plan, implementation and restructuring of investments. They continue to support us by regularly monitoring and re-allocating our investments, and through advice at annual review meetings.

Mr & Mrs Bugler – January 2018

SWCO helped me set up a portfolio to generate an income that would support me in my retirement. Their professional knowledge of the financial markets was very impressive on our first meeting along with their friendly approach to listening to my financial goals. They have continued to advise me on changes within the market on my investments throughout the year as well as at our annual review meeting. I would gladly recommend them as a financial service company that is professional, knowledgeable and friendly in their approach to financial planning.

Anonymous – January 2018

From our initial meeting with SWCO, we felt that we had made the right decision in choosing them to represent and advise on our financial planning. We had a number of concerns relating to how we would organise our income in retirement as well as Inheritance Planning and the most tax and cost efficient way of dealing with these. The professionalism demonstrated by Jon and Dave has given us great confidence to follow their advice. Furthermore, in addition to the annual review meetings, we have always found them to be very approachable and willing to answer questions relating to our investment portfolio which arise from time to time throughout the year. We have no hesitation in recommending SWCO to others.

Mr & Dr Hughes – January 2018

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Company address: SWCO Financial Planning, The Tower, The Maltings, Hoe Lane, Ware, Herts, SG12 9LR

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

Registered office address: The Tower, The Maltings, Hoe Lane, Ware, Herts. SG12 9LR.

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.