Your GoTo Expert For These Services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Corporate services
- Heide
- 01525 309300
- [email protected]
- www.heideswiftfinancialplanning.co.uk/
About your GoTo Expert
Welcome to Heide Swift Financial Planning.
I am keen to help you understand the financial journey you will take throughout your lifetime. From starting work and saving for your first home to down-sizing and starting your retirement: I’m here to help you along the way to make sure you take those important decisions from a position of knowledge and understanding.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Advice and services
We can all imagine the future we want for ourselves and for our family. All the advice SJP Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether I support you in the complex area of corporate planning, or with pension advice or estate planning, I want you to feel confident and in control of your finances.
You can find St. James’s Place fund fact sheets, key fund information, and performance data here.
For full details of the range of products and services that are available to you, view our ‘Wheel of Services‘.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Personalised financial planning
Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.
Every piece of financial advice we give at SJP has one simple goal – your personal goal. I share your values and plans, tailor my advice to fit them, and help you use your money to create the best future for yourself, and your family.
Please feel free to contact me @ https://www.heideswiftfinancialplanning.co.uk/contact
You’ll be asked to submit your name and contact details so I can get in touch with you.
The final part of the process is to select who you would like to talk to. Please first select “Heide Swift Financial Planning”, and then click on my name “Heide Swift”. This will ensure your enquiry comes directly through to me and will avoid any delays.
Review:
“We knew we needed to remortgage and had been with the same lender for all our lives. I knew I wanted Heide to do it as her background and general personality meant I could be totally honest and feel comfortable with her. Our work situation had also changed and so I wasn’t sure I knew (or had time to research) all the options available. When we came to re-mortgaging I got straight in touch with her. Heide found us a product that we would have had NO IDEA about, that perfectly suits our needs, risk aversion and savings approach. I am so grateful and have been talking about the mortgage more than any other financial product I think we’ve ever had!