SWP Wealth
This service 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.
Your personal adviser will establish a risk profile for you and recommend a style of investing that’s compatible with your requirements. The service includes regular portfolio reviews and newsletters, and at least one annual meeting with your adviser.*
SWP Wealth is our most popular – and most comprehensive – financial management service. It is the culmination of years of experience, research, expertise and market insight. We draw on our status as Independent Financial Advisers to offer a wide range of service options, working together to find the package which best suits your individual needs.
*Depending on portfolio size
Flexible Financial Services
Through our relationship with MPA Financial Management, we source the best possible investment solutions to offer our clients a truly world-class service.
Flexibility is at the heart of SWP Wealth. We understand that every client’s requirements are unique, and this service allows our financial advisers to build bespoke investment plans or recommend using Model Active or Model Passive portfolio strategies.
The level of participation you take in your account with us can be flexible, too. For hands-on participation, you can be instrumental in the building and management of your portfolio, or take a more “hands-off” approach, allowing us to manage your investment with regular reviews and progress reports.
SWP Wealth’s range of investment solutions surpasses that offered by most other independent financial advisers.
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.