Swallow Financial Investment Management Limited

#08031580 Active

Swallow Financial Planning is a chartered financial advisory firm dedicated to providing personalized financial advice and planning services. With over 100 years of combined experience, their team works closely with clients to optimize their financial strategies for a secure future.

Founded: 16 Apr 2012
Industries:
64999 - Financial intermediation not elsewhere classified
Location: Bury St Edmunds

Products & Services

• business protection
• chartered financial advisers
• financial advice
• financial planner
• financial planning
• investment advice
• retirement planning
• savings advice
• tax planning

Financial Snapshot

Last accounts made up to 31 Mar 2025
Next accounts due 31 Dec 2026 (10 months)
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
3
Shareholders
1
Controllers (PSC)
3
Ian James White
Director • British • Lives in England • Born in Oct 1965
Mark Hall
Director • British • Lives in England • Born in May 1982
Gavin Wood
Director • British • Lives in England • Born in Feb 1974

Registered Office Address

Dettingen House

Dettingen Way

Bury St Edmunds

IP33 3TU

United Kingdom

Basic Information

LTD
16 Apr 2012
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

8
Officers
3
PSCs
0
Filings