At Swann Financial, a Managing Partner Practice of St. James's Place Wealth Management, our dedicated team of advisers have a wide range of specialist knowledge & experience that helps fulfil all of our client’s individual wants & needs. Our aim here at Swann Financial is to provide a meaningful relationship with each of our clients. It is our duty as your financial adviser to make sure you are looked after for your current & future circumstances. For our clients this includes having an yearly annual review (or more frequent if required) catch up with their personal adviser, to make sure everything is on track with their original plans. They have direct contact details to their adviser, so there is no need to wait to ask those important questions; they can also have meetings in the comfort of their home. Each of our expert advisers have their own specific skills & advisory sets, this ensures that we can deliver the right solution for each of our clients. As each clients circumstances are different, we make sure they have the right adviser for them. Your home may be repossessed if you do not keep up repayments on your mortgage. If you need any advice on any of our services please contact us on 01295 275269 or visit www.swannfinancial.co.uk Swann Financial is a trading name of Swann Financial Limited - Registered in England - Company no. 13817025 - Registered Office: 39 South Bar Street, Banbury, OX16 9AE Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved xx/xx/xxxx
External link for Swann Financial
39 South Bar Street
Banbury, Oxfordshire OX1 6 9AE, GB
In September we had our charity golf day at The Warwickshire Golf Club. It was a wonderful day of Golf and we also raised some much-needed funds for our chosen charities, Katharine House Hospice, The Cure CJD Campaign and The St. James's Place Charitable Foundation. Thank you to all those who joined us on this fantastic day.
If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today. Read more here: https://lnkd.in/eiJcHW6s Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/10/2024 #AutumnBudget
Last week, UK Chancellor Rachel Reeves took the opportunity to take centre stage and deliver her inaugural Budget, before focus turns to the US election. Ultimately, she delivered a range of tax rises in concert with an expansion in government spending. The Budget had little impact on UK equity markets, with the FTSE 100 finishing the week down slightly (0.87%). Hetal Mehta, our Head of Economic Research, noted: “While it was one of the biggest tax-raising Budgets of recent decades it was also one of the biggest fiscal loosening announcements too. The government has got public spending, as a share of GDP, broadly moving sideways rather than declining as per the previous OBR forecasts and boosted investment so that the overall level of longer-term GDP will be 1.4% higher. However, most the uplift comes in the next couple of years. Read more via this link: https://lnkd.in/ehCVFanP #WeekWatch #Election #Budget
Now that we have heard the Budget, join us on Friday to learn how these announcements could impact you!
With the Budget only a few hours away what does it mean for you? With this year’s change of government, this session is more relevant than ever. Join our webinar to navigate the latest changes and understand the impact they could have on your financial future. Post Budget Financial Planning Insights 🗓️ Friday 01 November ⏰12:30 to 13:30 🔗 Register Here: https://lnkd.in/e8Tn3HMs ✨ This session will cover: • Economic backdrop & forecasts • Tax changes affecting your finances • Pension updates: Time to adjust? • Smart money moves post-budget • Aligning goals with new realities 💡 Are you ready to navigate these changes? Don't miss this opportunity to get expert insights and practical advice tailored to your needs. Secure your spot today and stay ahead of the curve! The value of your investment can go down as well as up. You could get back less than you invested. #Financialplanning #Budget2024 #Autumnbudget #Pensions Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 27/08/2024
You may feel you don’t have much influence as a Small or Medium Enterprise. Here are five ways to punch your weight and negotiate with large manufacturers. https://lnkd.in/es4WdaSc
With the Budget only a few hours away what does it mean for you? With this year’s change of government, this session is more relevant than ever. Join our webinar to navigate the latest changes and understand the impact they could have on your financial future. Post Budget Financial Planning Insights 🗓️ Friday 01 November ⏰12:30 to 13:30 🔗 Register Here: https://lnkd.in/e8Tn3HMs ✨ This session will cover: • Economic backdrop & forecasts • Tax changes affecting your finances • Pension updates: Time to adjust? • Smart money moves post-budget • Aligning goals with new realities 💡 Are you ready to navigate these changes? Don't miss this opportunity to get expert insights and practical advice tailored to your needs. Secure your spot today and stay ahead of the curve! The value of your investment can go down as well as up. You could get back less than you invested. #Financialplanning #Budget2024 #Autumnbudget #Pensions Swann Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 27/08/2024
US equities slipped last week as mixed corporate results and anticipation of the upcoming election tempered market sentiment. The S&P 500 had seen several weeks of growth, so a slight reversal was to be expected. This one was relatively mild, with the index dropping by just under 1%. Contributing to this were a few large companies. McDonalds fell 5% in a day after an E. coli case was reported at one of its restaurants (later traced back to a supplier). Apple’s share price also dipped after an analyst said orders for the iPhone 16 were not as strong as expected. Although Apple ended the week down by only 1.5%, its large size meant it had a notable impact on the wider index. Read more: https://lnkd.in/ecK84kpc #Budget #Stocks #SandP500
Is pausing your pension ever the right thing to do? Scaling back on pension savings might seem like an easy fix for short-term challenges, but it can have long-term consequences. https://lnkd.in/eVe5KPVQ
There are many pros and cons to hiring contractors or employees, depending on your role and sector. Early-stage businesses often prefer to hire contractors, as it gives them more flexibility and is easier to administer. Freelance and contract workers are a lower-risk approach to filling skills gaps, with fewer commitments and liabilities; plus, you can flex or limit the time they work for you. https://lnkd.in/eX4H_QEs
A wonderful client review for our adviser Martin Clayton- DipPFS.