SWP Private Client
This is our most exclusive proposition for clients who have in excess of £300,000 invested through us. They usually have complex financial affairs, with associated tax planning needs.
We offer a full range of model active, model passive and discretionary portfolios to suit your needs, and build bespoke portfolios for clients who have unique requirements.
As an SWP Private Client, you will receive quarterly reviews, newsletters, market commentary and invites to private events. Our entire range of investment solutions will be available to you, including a variety of tax planning ideas and options.
SWP Private Client Plus
Clients with over £1 million invested will be classed as a Private Client Plus member, and there will be no initial fees for work completed. And no further initial fees, for further investments, will be charged.*
*Excluding Final Salary (DB) Transfer fees. Ongoing fees are still be payable.
Family Linking
When calculating initial and ongoing fees, we can combine the value of your investments with that of other family members, which could result in discounted fees.
Details of family members investments will remain confidential to each individual.
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.