Swan Financial Planning

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Swan Financial Planning Swan Financial Planning offers advice on Pensions, Investments, Mortgages, and Will & Estate Planning

Whether you are buying your first home, remortgaging or purchasing an investment property, we offer invaluable advice to help you secure the right mortgage for you. Some things are certain in life, like the fact that one day, we will die. Most of us would like to think that when that day comes we will be old, our loved ones will be financially secure and our financial responsibilities will be taken care of. But some things are less certain and, sadly, such a situation isn’t always the reality. Even if we do live a long and happy life, we may at some point suffer an illness or accident that prevents us working, or become a victim of unemployment. It’s therefore sensible to consider how best you’d protect your finances and those of your family if the worst were to happen.

03/11/2026
🎃 Happy Halloween from everyone at Swan Financial Planning! 👻Hope you all have a lovely day, whether you're out trick or...
31/10/2026

🎃 Happy Halloween from everyone at Swan Financial Planning! 👻
Hope you all have a lovely day, whether you're out trick or treating, enjoying the festivities or having a cosy night in.
Have a spooktacular Halloween! 🧡

The Autumn Budget has introduced a number of changes that could have an impact on your finances, investments or future p...
28/10/2026

The Autumn Budget has introduced a number of changes that could have an impact on your finances, investments or future plans.
Understanding what these announcements mean for your personal circumstances isn't always straightforward, but you don't have to navigate them alone.
Get in touch with us today to discuss how these changes could affect you and the steps you may want to consider.



Approved by The Openwork Partnership on 28.10.2026

Swan Financial Planning is a trading name of Pia Financial Services Ltd, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

What would happen to your finances if your income stopped tomorrow?Income Protection can help provide financial support ...
18/10/2026

What would happen to your finances if your income stopped tomorrow?

Income Protection can help provide financial support if you're unable to work through illness or injury, giving greater peace of mind when life takes an unexpected turn.

05/09/2026

If it's personal for you, it's personal for us!

Everyone's idea of a successful future looks different.
For some, it's helping their children get the best start in life. For others, it's retiring comfortably, supporting loved ones, buying a home, or simply having greater confidence about what's ahead.
Those goals are personal. They reflect your values, your priorities and the life you're working hard to build.
That's why taking the time to understand what's important to you matters. When your plans are shaped around your individual goals, the steps you take today can feel more meaningful and the future can feel more achievable.
Whatever your ambitions, understanding your options can help you move forward with greater confidence. We can help you build the right plan for you.

Approved by The Openwork Partnership on 06/08/2026.

Swan Financial Planning is a trading name of Pia Financial Services Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Address

Edgworth
BL70DE

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 5pm

Telephone

+447578880490

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