Swann Financial has been helping clients and their families on their personal financial journeys since
We understand that very few people have the time or expertise to manage their financial affairs
effectively. This is not surprising as the financial world we live in is complex and fast-changing. In
addition, everyone’s financial journey is unique; advice and recommendations for a friend or family
member will unlikely match your own financial needs and requirements, for today or tomorrow.
Our team are here to help assist and guide you along your own unique financial journey, wherever
that may take you. We will be there beside you for every step of the way to help support you and
your family for the years to come.
Here at Swann Financial, we have a great team with a wide range of expertise and knowledge
developed over many years. We are here to help clients and their families (both individually and in
their business) fulfil their aims and aspirations, as well as offering that all important ‘peace of mind’
for the future.
We take pride in the personal service we offer to our clients and we have it firmly at the heart of
everything we do. By developing trusted relationships and providing top quality advice through our
excellent Client Experience, we can help our clients achieve their financial goals.
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) for the
purpose of advising solely on the group’s wealth management products and services, more details of
Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St.
James’s Place representatives.
Swann Financial is a trading name of Swann Financial Limited - Registered in England - Company no.
13817025 - Registered Office: 39 South Bar Street, Banbury, OX16 9AE