SWCO Financial Planning

SWCO team photo

About Us

SWCO is committed to providing totally Independent and holistic Financial Advice, finding the right combination of Investments, products and tax wrappers that balance cost, risk and flexibility to help our clients meet their financial and lifestyle goals.

In January 2015 SWCO expanded and strengthened its management and advice team forming a new working partnership with Trinity Wealth Management of St Albans who have been in existence since 2001  and extends our expertise in Investments, Pensions, Tax Estate Planning and Long Term Care. A core focus of SWCO is based on delivering a high level of customer service and we work closely with DSCO Chartered Accountants to deliver an all-round financial and account planning service to all of our clients.

Keeping Your Finances on Target About SWCO Financial Planning Brochure

Keyfacts about our services and costs

Our Mission Statement exists to see clients achieve their goals and dreams through life change by:-

  • Freeing up time
  • Freeing up resources
  • Have a greater understanding of stewardship and planning
  • Support and encouragement of life decisions
  • Getting the balance right
  • Accountability on an individual basis
  • Technical expertise

Contact us

SWCO Financial Planning Limited
The Old Boardroom
Collett Road
SG12 7LR

Telephone: 01920 444915
Fax: 01920 444901
Email: info@swco-fp.co.uk

Visit SWCO

SWCO Financial Planning Limited is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority under the Firm reference no. 197107

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DSCO, The Old Boardroom, Collett Road, Ware, Hertfordshire SG12 7LR

ICAEW Firm No: C008243141