Swallow Financial Planning Llp

#OC303870 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: 11 Feb 2003
Industries:
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
2
Shareholders
0
Controllers (PSC)
3
Swallow Financial Holdings Ltd
Corporate Llp Designated Member • United Kingdom
The Beckett Investment Management Group Limited
Corporate Llp Designated Member • United Kingdom

Registered Office Address

Dettingen House

Dettingen Way

Bury St Edmunds

IP33 3TU

United Kingdom

Basic Information

LLP
11 Feb 2003
ENGLAND WALES
Yes

Industry Classification

N/A

Company Attributes

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

Summary

5
Officers
3
PSCs
0
Filings