Supporting you on your financial journey

Swann Financial has been helping clients and their families along their personal financial journeys since 2006. 

We take pride in the personal service we offer to all our clients. We have our Clients firmly at the heart of everything we do. By developing trusted relationships and providing top quality advice through our excellent Client Experience, we can support our Clients along their financial journeys and help them to achieve their financial goals now and in the future.


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Our Blog

Here at Swann Financial we have a large breadth of knowledge, from our expert advisers to our hard-working admin team. To put some of this knowledge to good use, we have created an area where we can share it with you all.

In our blog, you will find our advisers views and thoughts on important financial matters that are significant to them. As well as nuggets of information and good to know practices from the Admin team. Get to know us all a little better with some insights into daily life and learn a few random facts about the inner workings of Swann Financial. 

Testimonials

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Just looked at my SJP pension, it looks amazing! Great result, please convey my thanks to your colleagues and peers. I will be speaking highly of your business to friends and family.

Robert Munro
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SJP Approved 10/01/2024

The Partner Practice 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 which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place 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. Swann Financial Limited is registered in England and Wales, Number 13817025. Registered Office: 39 South Bar Street, Banbury, Oxfordshire, OX16 9AE.