Swift Financial Management is the financial planning arm of Swift Accountants. We work closely with your accountant to produce a financial plan for the long term. Our expert financial advisers can help you with all of your protection, mortgage, retirement and investment needs and help you plan for every stage of your life.
Our advisers have over 20 years experience in financial services and have worked for some of the most respected companies in the UK. We offer a broad range of services and work with the best product providers to ensure we can provide you with a holistic approach to managing your finances.
Every journey starts with the first step. Swift Financial Management can ensure your financial journey remains on track for the long term.
Why choose us
Integrated Planning
As part of the Swift Accountants group, we can provide a wide range of financial services and ensure all of your needs are dealt with by experts in their fields.
Unique Expertise
Our experience working with the self employed, buy to let landlords and small business owners means that we can offer expertise in areas where other advisers have little to no experience.
Not on the High Street
We have access to a range of mortgage, protection and investment options that you wont find at high street banks or consumer websites, allowing you to access better options at low costs.
Staying on Track
Life rarely stands still. Priorities and circumstances change, opportunities come and go, and plans need to adapt. We will work with you to adapt your plans when things change, to keep you on track for your destination.
Our mission
Our expert advise can help you to:
- Work fewer hours — make your money work harder
- Protect your family against financial difficulty
- Develop a long term financial plan
- Adapt your financial plan to your changing circumstances
- Manage your financial affairs in one place
- Achieve your life goals for a successful working life and retirement.
Our Team
Our team of professionals includes Financial Advisers, Mortgage Adviser, Accountants and more.
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Rob Jones
Founder & CEORob Jones Founder & CEO Areas of expertise Business transformation Restructuring and turnaround...
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Sharon Rotherham
Chief Finance OfficerClark Roberts Chief Finance Officer Areas of expertise Business transformation Restructuring and...
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Owen Foulkes
Financial Planning ManagerAshley Hardy VP Sales and Marketing Areas of expertise Business transformation Restructuring and...
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Jonathan Causey
Independent Financial AdviserChief Marketing Officer Chief Marketing Officer Areas of expertise Business transformation Restructuring...
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