Financial Advisers
in Buckfastleigh

Independent Financial Advisors specialising in Inheritance Tax planning, Investment planning and pre and post Retirement planning. Services are primarily aimed at investors with over £20,000 to invest or already invested in ISAs, pensions, or investment accounts.

Putting it simply, we're here to help you get the best out of your money. We are Independent Financial Advisers (IFAs) and were established in 2001 with the aim of providing impartial and expert financial advice to individual and corporate clients.

The reason for this is simply that your situation will change on numerous occasions through life, sometimes planned, sometimes not. And when it does you need to be able to adapt your financial affairs to suit, whether this involves your investments, retirement provision, protecting loved ones, protecting your income or just rearranging your mortgage or house insurance to a better deal.

SWLaw is here to help you achieve your goals in life and in business whilst helping you to manage the risks that could otherwise derail your plans. SWLaw is unusual in offering access, under one roof, both to legal and to financial planning expertise. Time after time we see the benefits of drawing on both the legal and the financial disciplines in order to provide the comprehensive and integrated solutions our clients need.

Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most to you.