A Brilliant Start to 2025 at Swann Financial

The first few months of 2025 have been full of energy, growth, and exciting milestones here at Swann Financial. From staff development and award wins to client-focused events and tax year-end planning, it’s been a season of momentum and progress. Here’s a roundup of everything we’ve been up to so far this year.

Kicking Off the Year: Annual Practice Meeting

We began the year by coming together for our annual Practice meeting, followed by the St. James's Place company-wide event. These sessions offered a fantastic opportunity to reflect on our achievements from 2024 and look ahead to how we’ll continue supporting our clients in 2025. It was a moment to celebrate the dedication and commitment of our team, who are the foundation of everything we do.

Celebrating Success: Awards & Achievements

We’re incredibly proud to share that Kris Hudson was named Newcomer of the Year at the Professional Adviser Awards! Since joining Swann Financial, Kris has demonstrated unwavering focus and a passion for helping clients, this recognition is a well-deserved reflection of his hard work.

Also making waves is George Grant, who has now officially graduated from the St. James's Place Financial Adviser Academy and stepped into his new role as a financial adviser within the Swann Financial team. Congratulations, George!

Navigating the New Tax Year

As always, tax year end was a busy time, but now we’ve stepped into a brand-new tax year. It’s an important time to review your finances, especially when it comes to allowances that operate on a ‘use it or lose it’ basis, like the £20,000 ISA allowance. If you didn’t use it before the end of the 2024/25 tax year, it’s now gone. The good news? With the right plan in place, you could make this year more tax efficient.

Inheritance Tax Planning Event: Full House in Stratford

Just before the tax year drew to a close, we hosted a fully booked Inheritance Tax Planning Seminar at the Crowne Plaza in sunny Stratford-upon-Avon. It was an engaging session led by directors Andrew Swann and Ray Sommerfield, with attendees gaining valuable insights on how to protect their wealth and plan for the future. Thank you to everyone who joined us, it was fantastic to see so many proactive individuals taking charge of their legacy.

Growing the Team

We’re not slowing down any time soon. As part of our commitment to delivering exceptional service, we’re expanding our team and currently recruiting for a new Paraplanner and a Business Support Administrator. If you’re looking for a new challenge in a collaborative and growing team, we’d love to hear from you.

Here’s to a successful and purpose-driven 2025. Stay tuned for more updates from Swann Financial—and as always, thank you for your continued trust and support.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Although the content of the article was correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.