Investment & Saving

Investment & SavingInvesting in your future

Swift Financial Management – we help companies and individuals to build a comprehensive financial map for the future.

UK Shares Vs Cash over 20 years

Despite the ups and downs of the stock market, investing in shares pays off over the long term


Maximising Opportunities

There are a wide variety of investment options available, many of which carry attractive tax benefits:

  • Individual Savings Accounts (ISA) – tax efficient investment with tax free growth and income
  • General Investment Account (GIA) – earn up to £12,300 per annum without paying tax.
  • Investment Bonds – Generate a tax efficient income
  • Enterprise Investment Schemes (EIS) – reclaim 30% of your income tax and benefit from tax free growth

Frequently Asked Questions

Saving using cash is for the short term, but longer term investors should always consider investing in shares to maximise their return.

No, starting with small monthly payments can quickly build up a significant portfolio.  Invest what is affordable and benefit from the effects of compound growth.

Contact Swift Financial Services using the link below to arrange your free, no obligation consultation.

How can we help you?

Contact us today!

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,

Whether it is saving for a rainy day or investing for an early retirement, we all have a reason for putting money aside.  However, with interest rates still at historically low levels, it can be difficult to make sure that you money works as hard as you do.

Swift Financial Management will help you to achieve your dreams by ensuring your money is achieving a high level of growth whilst managing the risk to ensure you can have peace on mind knowing your money is being looked after.

We have a comprehensive range of advisory services designed with the longer term in mind . We can make the most of the tax allowances available to you as an investor to ensure you benefit from the growth we achieve.