Swann Financial

Mental wellbeing, better financial resilience and improved quality of life are the three key benefits of taking professional financial advice or broader financial guidance, a new study by St. James's Place reveals. https://lnkd.in/eRAitiUs

📢 You’re Invited… Join St. James’s Place for another insightful #MeettheFundManager virtual event, hosted by @Darren Johnson from our Investment Management Division 💡 SJP in Conversation with @Schroders 📅 Wednesday 25 September 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: @Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment Johanna is a popular speaker and returns to share her valuable economic insights with all keen investors. Sign up to secure your virtual, front row seat today and join the discussion: https://lnkd.in/e2XrrW_2 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning 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 16/04/2024

It's always lovely to receive feedback from our clients about the service they have received. This is a lovely Google Review for our Adviser Kris Hudson from his client Charles.

For much of the post-COVID period, equity markets have been largely driven by strong returns from massive companies collectively dubbed ‘The Magnificent Seven,’ thanks to their excellent performance. However, since Nvidia’s recent annual results came in below some market expectations, this sector has struggled. Due to its scale and importance to the US market, this has brought down other indices, causing the S&P 500 and NASDAQ to struggle. https://lnkd.in/eHNw5Req

This week we are introducing Kris Hudson, Wealth Management Adviser, who joined the Swann Financial team in March 2023. He is based in Market Harborough, and enjoys working with families and local businesses. In his spare time, he enjoys travelling with his wife, walks in the countryside and playing golf.

Accountants, lawyers and other professional-services specialists need high-quality financial advice, just like their peers in other disciplines. But that advice may need to incorporate an extra dimension, as the financial decisions you make must not be allowed to compromise your professional integrity. https://lnkd.in/eAYtpuyx

21 team members joined the Swann Walking Challenge in August and together they walked a staggering 1,824.5 miles! Absolutely brilliant! Everyone did an amazing job, but our top walkers were Simon with 273.7 miles & Mandy with 265.3 miles! Here are some photos of the team's adventures! Lloyd Gough, Lorna Sparks, Martin Clayton-, Frances Husband, Laura Clayton, Erica Rijo

The wider media interest in Nvidia’s second quarter results last week demonstrated just how important a few large technology companies have become to the US market. The market reaction also demonstrated just how much is now expected of them. https://lnkd.in/etQyKkCK

❓ Are you on track for retirement? ❔ What does a good retirement lifestyle look like for you? ❓ How do you achieve this? Join specialists at St. James’s Place for an insightful discussion on retirement planning. Our guest speakers at this virtual event will share useful insights and their top tips on securing a fulfilling retirement and achieving your lifestyle goals. Discover the key components of a comprehensive retirement plan and how to maximise the effectiveness of these by using multiple income options. 💻 The Value of Advice – Are you on track for retirement? 📅 Thursday 12 September 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 🔊 Speakers: @ClaireTrott & @KerryDrysdale Sign up to reserve your virtual front row seat today: https://lnkd.in/eQysSkk9 #financialplanning #financialgoals #Taxplanning #retirementplanning #retirement 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 23/07/2024

A lot of small businesses insure their premises, equipment and machinery. But strangely, they often don’t protect against the more important risk of key individuals dying or having serious health problems. Key person insurance addresses this critical issue by paying a cash sum if that happens. https://lnkd.in/d79F-sDn