Our approach

Our approach

Swift Financial Management believes in treating each client as an individual. We believe a financial services firm should be more than an advisor. We put ourselves in our clients’ shoes, align our incentives with their objectives, and collaborate to ensure your dreams are achieved. This builds deep and enjoyable relationships.

The right approach is necessary for the right outcome. Swift Financial Management approaches advice by applying our expert knowledge to your hopes and aspirations. We know that in order to maximize the potential of success we need to shape our expert advice in a way that applies to your way of thinking . This allows us to create rich relationships with our clients.

Individual Protection

By gaining a deep understanding of your circumstances we can provide Life Insurance, Critical Illness and Income Protection to protect you against whatever the future may hold.

Business Protection

We work with a range of businesses to protect what is most important - the people.  With a range of options including Key Person, Loan and Shareholder protection and Relevant Life Cover, we can ensure your business is set for the future.


If you are looking to buy your first home, move up the ladder or invest in buy-to-let, we have a range of mortgage solutions to help you achieve your ambitions.

Retirement Planning

Saving for retirement can seem like a daunting challenge, but we can guide you through the pitfalls to ensure you enjoy the retirement you deserve.  From individual to company pensions, it is never to early or too late to start saving for your future.

Savings and Investment

Our range of investment solutions allow you to save and invest within your comfort zone.  By identifying the right level of risk we can make your money work hard, without giving your sleepless nights.

Inheritance Tax Planning

You work hard to build your wealth, and we can help ensure that you can pass as much of your wealth as possible onto your loved ones.  We have a range of investment and protection options which can ensure your wishes are followed.

How can we help you?

Contact Swift Financial Services now for your free, no obligation consultation

Owen helped me to find a better mortgage.

Andrew Edwards
Managing Director, Madabout Media Ltd

Owen has helped me manage my finances for many years and allowed me to enjoy a comfortable retirement .

Valerie Dyer

Owen has helped me to ensure my family is financially secure for the long term.

Nick Unsworth
Senior Executive,