About SwainWoodham Group


Financial Planning with SwainWoodham Group means:

To ensure you receive the best products and solution for your individual situation, both now and as your situation changes in the future, your SwainWoodham adviser will go through the following steps:

  • Identify your goals and collect necessary information
  • Prepare a comprehensive report
  • Present you with your own personalised report
  • Implement your plan as agreed by you
  • Review and monitor your situation regularly
  • Provide informative newsletters on a regular basis

Because SwainWoodham is not affiliated with any one company, we can provide you with a range of products and solutions tailored for your individual requirements.

All SwainWoodham advisers are members of the Institute of Financial Advisers (IFA), or the Professional Advisers Association (PAA) both of which demand high standards of ethics and ongoing education. All advisers are covered by professional Indemnity Insurance.