What our clients say

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

Absolutely fabulous advice from Viv Swift. I was recommended a very good policy great man thank you so much its put my mind at rest now ?

Andrew has worked with myself and my husband over the last 5 years or so. When we first met with Andrew we had done very little financial planning for the future. Five years later we feel incredibly set up for our future and our children’s future. Andrew has helped us to put in place insurance polices, better pension planning (ensuring we used up all our carry forward allowances), ISAs, GIA funds and more. Andrew is the first financial adviser that I ever met where I felt that he had a genuine interest in my family and our future. He is an incredibly nice and trustworthy person. I have recommended him to other members of my family and also to friends. He has never disappointed. They have all been delighted with the very personal service they have received. Fabio and I feel incredibly lucky to have found Andrew.

When I first met Andrew I was really impressed at the amount of time he spent finding out what my goals and priorities really were, rather than assuming what they would be. He is open, engaged and challenging and really helps me think about how best to plan for my future. He really wants to help you plan for the future you want, even if that’s a bit unconventional or eccentric. He’s got great emotional intelligence and works out what is really important to you personally. His advice is very measured and clear, and as technical or non-technical as you want depending on how much detail you want. He’s also given incredibly helpful advice to my mum, really understanding her priorities, patiently taking her through her options and giving her more confidence in handling her financial affairs. Some of the things he’s done for me. • Has provided clarity on the complexities of pensions legislation, lifetime allowances, tax implications and so on • Given a clear direction of what I need to undertake to achieve my stated objectives • Provides a detailed approach to financial planning which has given me greater understanding of what is important to me in the future • Challenges all my assumptions that I have regarding what I want to do in the future • Reassurance that my financial well being is taken care of • Confidence that I am taking the right decisions • A regular review service which is aligned to what my needs are.

My husband and I have worked with Andrew for a number of years and have enjoyed working together as our meetings are always relaxed but also focused towards the key objectives that we have pre-determined. The methodology of lifestyle planning and cash flow analysis has given us a great deal of clarity in our financial affairs and confidence as we approach retirement that we can lead the lifestyle we dreamt of and make a big one off purchase of a yacht. Andrew has always ensured that our needs are met and we would have no hesitation in recommending his services.