Swindells & Gentry Financial Planning Limited
Swindells & Gentry Financial Planning Ltd. is a division of and is owned by the partners of Swindells & Gentry. Just as you can trust us with your accounts and taxation so you can trust us with your financial planning and wealth management. We also provide bespoke advice to trustees on formulating and implementing a sound investment policy.
We offer our clients two different services. Firstly we provide comprehensive wealth management exclusively to a limited number of individuals who are looking for a long term relationship with a trusted adviser who truly understands their needs and then designs a plan that will provide you with the highest probability of achieving your goals and objectives.
Secondly we offer independent and well informed impartial advice about specific transactions ranging from life insurance and personal protection to pensions, savings and mortgages
We specialise in helping people make informed decisions about the use of their money, and our advice will be easy to understand and easy to apply.
Sound tax and financial planning is vital at every stage of your life, be it planning for children's education, building net worth or providing for the future of yourself and your family.
Based on a straightforward common sense approach our financial planning service will do what our clients would do for themselves - IF they had the time, knowledge, skills and resources available to them.
We can advise on
- Personal Financial Planning
- Retirement Planning
- Life Insurance
- Pensions
- Savings & Investments
- Mortgages - Residential & Commercial
Our People
Duncan Orr APFS CFP
An experienced leading financial advisor with specialist knowledge in investment and portfolio planning. He is one of only 500 Certified Financial Planners in the UK
Phone 01323 894202
Email: Duncano@swindellsandgentry.co.uk
Joe Fackler FCA - Director
Joe Fackler is a partner in Swindells & Gentry with over 30 years experience dealing with a wide variety of commercial and private clients. A holder of the Financial Planning Certificate Joe is a Director of Swindells & Gentry Financial Planning Ltd in which capacity he advises on a wide range of financial services
Phone: 01323 894202
Email: joef@swindellsandgentry.co.uk
Our charges
We always aim to offer excellent value for money. As professional independent financial advisors we offer clients both commission or fee based routes when paying for financial planning advice. With the former we are paid by the product provider; with the latter we will invoice you an agreed sum. We are always fully transparent will always discuss the best payment method with you.
Contacts
- Duncan Orr
- Office: Seaford
- Tel: 01323 894202
- Email: Duncano@swindellsandgentry.co.uk
- Joe Fackler
- Office: Seaford
- Tel: 01323 894202
- Email: Joef@swindellsandgentry.co.uk