Services
What We Do
We believe in good, honest financial advice.
Our specialists are qualified to expertly guide you through every stage of your financial journey – from planning and tax management to wealth and corporate consultation, our commitment is to provide clients with the best possible service.
We believe that ongoing reviews of your investments is pivotal to achieving long-term goals. That’s why we offer a range of service propositions, dependant on the level of investment you have with us.
Our service propositions include: SWP Lite, SWP Wealth and SWP Private Client.
- Structured reviews
- Assessments of your circumstances and required changes to your plans
- Regular updates and information regarding your investment
- A choice of differing levels of support, depending on your needs
- Ongoing support
Working with us, you’ll have round-the-clock access to your investments via an online portal, and unlimited access to your adviser via your preferred contact method, be that by secure e-mail, over the phone or in person.
SWP WEALTH
A service that caters for clients seeking regular advice, with pensions and investments in excess of £100,000.
The product offers a range of investment solutions that can match specific requirements, whether you’re in the growth phase, building your investments or starting to make a see a return as you reach retirement.
SWP PRIVATE CLIENT
An exclusive proposition that best suits clients with complex financial affairs, with investments in excess of £300,000.
We offer the full range of model active, model passive and discretionary portfolios to suit your needs, and build bespoke portfolios for clients who have unique requirements.
Client Feedback
I have been with Suckling Waddington for the past 6 years. I needed a company I could trust and feel relaxed with. Gary always explained things in a language I understood. Suckling Waddington is still a perfect choice for me.
I felt the advice Eamonn gave me was strong and sound. It has given us a chance to get ourselves back on our feet again after the recession. His advice was clear and left us reassured and confident about our future.
Our adviser is always approachable, professional and straightforward and has given valuable advice to our clients concerning Investment Management and Pension Planning. At each review, his advice is delivered in a straightforward way, free of technical jargon which is appreciated both by me and our clients.
I have been extremely happy with the service, advice and attention to detail that I have received from Eamonn and I always feel happy that my financial affairs are being carefully looked after.