Business Details
20 Years
experience
Trusted Financial Advisers in Banbury
Swann Financial has been guiding clients and their families through personal financial journeys since 2006. Our approach centers on building trusted relationships and delivering tailored advice to help clients achieve their unique financial goals. With a team of experienced professionals, we specialise in wealth management, retirement planning, and protection strategies, supported by the expertise of the St.James's Place Group. We prioritise client needs, offering seamless, high-quality service that combines deep market knowledge with a commitment to long-term financial independence. Our reputation for excellence is reflected in client testimonials highlighting our responsiveness, clarity, and dedication to managing investments and pensions effectively.
Services
Investment Management
Retirement Planning
Protection Planning
Mortgages
Wealth Management
Details
- Year established: 2006
Highlights and features
- We provide tailored financial strategies based on 18 years of client-focused expertise.
- Our team combines local knowledge with the resources of the St. James's Place Group.
- We guarantee transparent communication and no hidden fees in all advisory services.
- Our advisers hold decades of combined experience in wealth management and pensions.
- Client testimonials highlight exceptional service and successful long-term investment outcomes.
What people say
Best financial move
Dedicated team
Sound investment advice
Clarity of guidance
Responsive advisers
Services
Investment Management
We create customised investment portfolios aligned with your risk tolerance and financial goals. Our strategies focus on long-term growth while managing market volatility. Clients benefit from regular portfolio reviews and adjustments to ensure optimal performance in changing economic conditions.
Retirement Planning
Our retirement planning service helps you build and manage pension funds for financial security in later life. We specialise in consolidating existing pensions and developing tax-efficient withdrawal strategies. The service includes scenario planning to ensure your savings last throughout retirement.
Protection Planning
We design comprehensive protection strategies to safeguard your financial future against unforeseen events. This includes life cover, critical illness insurance, and income protection policies tailored to your personal circumstances and family needs.
Mortgage Advice
Our mortgage specialists help clients secure competitive property financing solutions. We provide ongoing rate monitoring and remortgaging advice to ensure you maintain the most favourable terms throughout your loan period.
Wealth Management
We offer holistic wealth management covering asset allocation, tax planning, and intergenerational wealth transfer. Our approach ensures comprehensive management of your financial affairs to preserve and grow wealth across generations.
People
Dawn Carey
Financial Adviser
Specialising in mortgage solutions with proven expertise in securing competitive rates and providing ongoing rate monitoring for clients.
Clare Gore
Wealth Manager
Experienced financial adviser with deep market knowledge, delivering tailored investment strategies and retirement planning solutions for over 15 years.
Peter Cooling
Pension Specialist
Pension expert with decades of experience managing retirement funds and providing sound investment advice to secure long-term financial stability.
Frances Husband
Wealth Planner
Specialises in explaining complex financial matters clearly, offering calm guidance for clients navigating wealth management decisions.
Martin Clayton
Investment Adviser
Responsive financial adviser known for delivering consistent investment results and comprehensive wealth management strategies to high-net-worth clients.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, and intergenerational wealth management tailored to individual client needs.
How do you personalise financial advice?
We develop trusted relationships to understand your unique goals, creating bespoke strategies that adapt to changing life circumstances and market conditions.
Are your investment strategies regulated?
Yes, we operate under St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority for wealth management products.
How long does the financial planning process take?
Initial consultations typically last 60-90 minutes, with ongoing reviews scheduled to ensure strategies remain aligned with your evolving objectives.
Can you help with pension consolidation?
Yes, we specialise in consolidating multiple pensions into unified, well-managed portfolios for simplified retirement planning.
Reviews (3)
Mary Adeniji
Oct 03, 2021
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Oct 02, 2021
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Sep 15, 2021
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