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INVESTING YOUR WEALTH

SAVING FOR THE FUTURE

PENSION & RETIREMENT

PROTECTING YOUR FAMILY & LIFESTYLE

PLANNING YOUR ESTATE

BUYING YOUR HOME

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WORKPLACE SOLUTIONS FOR ACCOUNTANTS

WORKPLACE SOLUTIONS FOR EMPLOYERS

The value of pensions and investments can fall as well as rise and you may get back less than you invested. The Financial Conduct Authority does not regulate, Estate and Funeral Planning, or Tax and Trust Advice.

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      We all want to make sure our loved ones will be taken care of whatever the future holds. Find out how we can help you protect you and your family.

      Market latest

      We all want to make sure our loved ones will be taken care of whatever the future holds. Find out how we can help you protect you and your family.

      Market latest

      Our awards

      Our reviews

      • Fantastic service and advice. The time Mr swift gave us and advice was second to none. Always stick to your Instinct and don't be talked into by others. Local is best and would recommend Mr swift all day long. No hidden extras. A great service and very quick responses. Fantastic. Thanks again Mr and Mrs hughes

        thumb Lisa Marie Hughes
        5/07/2019
      • absolutely fabulous advice from viv swift i was recommended a very good policy great man thank uou so much its put my mind at rest now?

        thumb Louise Hughes
        5/01/2019
      • Craig was absolutely instrumental in my remortgage going through. He was absolutely brilliant from start to finish. He was fantastic at chasing things up, maintained clear and frequent communication. ✅✅✅✅✅ would 100% recommend

        thumb Danielle Kathleen
        12/04/2018
      • Both Keith Parkinson and Liam Mulhern from the Hayes office were brilliant during our recent remortgage. Not only did they get us a brilliant deal they also supported us through the process including ensuring our life insurance was up to date. Brilliant service as always - couldn’t recommend them both highly enough.

        thumb Liz Ward
        11/29/2018
      • Craig was our mortgage advisor and my husband and I have been very pleased with the professional advise and service he provided with our mortgage. In a long chain of stressful components, we were always able to rely on Craig to be a strong link. Craig was always very quick to respond and explained the process in a way which was easy to understand. Highly recommend. thank you very much. Gemma and Liam

        thumb Gemma Ryder
        9/25/2018
      • 5 star review  I can't recommend Lee Freer enough. He spoke to my husband and I about life insurance and gave the best options available to us. He took time out to visit us at our home, and took the time to explain the difference between policies and made recommendations for the policy that best suited our needs. He sorted everything for us and kept us updated through the whole process. If you need your life insurance sorting, Lee is the person you need to speak to.

        thumb Leanne Vine
        5/16/2018