SWFS Ltd was established in 2003 with the sole aim of helping individuals, businesses, families and trustees to make sound financial decisions in an ever-changing complex finance market. 

At SWFS Ltd, we specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate planning, mortgages, and protection to corporate financial planning.  We are based in London however supporting clients across the UK. 

We believe in face-to-face advice and with the sole purpose of having long term relationships to help you with your changing requirements and to help achieve your goals in life with confidence. 

We put our clients firmly at the heart of everything we do. This enables us to run a genuinely client centric business. In our experience, every client is unique and we strive to understand each of your personal or business needs and help deliver solutions that are right for you.

Being a Partner Practice of St. James's Place means that all of our clients can benefit from the St. James's Place approach to investment management and have the assurance of being supported and backed by a leading wealth management company.

Your home may be repossessed if you do not keep up repayments on your mortgage.