And Your Family
insurance
policy for you
Advice
Welcome to Swift Financial Management - Independent Mortgage & Financial Advisers
Retirement Planning
Investment & Saving
Individual Protection
Business Protection
Prepare for the
unexpected
Find the right life insurance policy for you
Excellent protection
A wide range of options to protect you and your loved ones, whatever the future may bring
Plan for every eventuality
Provide income replacement to preserve your family's lifestyle.
Affordable Cover
Whatever your budget, we can find the right level of cover at an affordable prive
How it works
Take the first step, contact us to arrange your free, no obligation financial consultation.
Have a think about your financial objectives and what you would like to achieve
Our expert Financial Advisers will help you work out what is important and prioritise your objectives
Together we will develop a financial plan to help you secure your future
Expert Advice
- A bespoke approach to every individual
- Plan for every stage of your life
- No obligation advice tailored to your needs
- Over 50 years of financial services experience
- Annual reviews to make sure your plans stay on track
Read our latest blog posts
Testimonials
Owen helped me to find a better mortgage.
Owen has helped me manage my finances for many years and allowed me to enjoy a comfortable retirement .
Owen has helped me to ensure my family is financially secure for the long term.
We thought a lot before choosing the Financial WordPress Theme because we wanted to sure our investment would yield results. This was clearly the best choice, it combines a fantastic design with great UI.
When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP lets us show clients that we are slick yet also have substance.
Prior to joining Consulting WP, Bianca ran a project management software firm in the U.S. and worked in consulting and investment banking.
It’s time to start
investing in your safety
Keep your family secure. Make sure all your valuable assets are protected — and we will help you with that!