Planning for a financially secure future for you and your family is one of the most important steps you will take. Making this plan is one thing but sticking to it, reinforcing and changing it in line with your evolving circumstances requires regular monitoring and review. Given the fast changing financial world we live in, this can be difficult to achieve.

At SWH Financial Planning we have expertise and knowledge in a wide range of areas enabling us to provide professional financial advice with frequent reviews to help you keep on track to achieve your goals. We provide this service for individuals and small to medium sized companies.

Whether you have existing investments, new capital to invest or any other financial concerns this website provides you with information on the services and expertise available through SWH Financial Planning.

We look forward to helping you achieve your financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.