Madison Smallwood

Senior Client Relationship Manager at Swiftsure Wealth Management - N/A, N/A, gb

Madison Smallwood's Colleagues at Swiftsure Wealth Management
Zara Heron

Mortgage and Paraplanning Consultant

Contact Zara Heron

Madison Smallwood's Contact Details
HQ
N/A
Location
Knutsford,England,WA16,United Kingdom
Company
Swiftsure Wealth Management
Madison Smallwood's Company Details
Swiftsure Wealth Management logo, Swiftsure Wealth Management contact details

Swiftsure Wealth Management

N/A, N/A, gb • 20 - 49 Employees
Financial Services

Swiftsure Wealth Management are a Financial Planning Practice based in Knutsford, Cheshire. We offer holistic advice that helps our clients plan for a better, more secure, financial future.Swiftsure Wealth Management is an Appointed Representative of and represents only St. James Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).Based in Knutsford and established in 2016, Swiftsure Wealth Management provides advice in all areas of financial planning including: Investment planning, Pension planning, Mortgages, ‘Later life' planning and Estate planning. We provide a holistic approach to wealth management, specialising in tax efficient investment planning. With such a broad range of services, we believe there are no standards to solutions - only the ones that matter to you. Your aims, concerns, responsibilities and lifestyle are as individual as you are.As well as this we are experienced in helping business owners in the complex areas of corporate financial planning, providing guidance on tax-efficient profit extraction, pension planning, and protection for directors and senior employees.

Financial Services
Details about Swiftsure Wealth Management
Frequently Asked Questions about Madison Smallwood
Madison Smallwood currently works for Swiftsure Wealth Management Limited.
Madison Smallwood's role at Swiftsure Wealth Management Limited is Senior Client Relationship Manager.
Madison Smallwood's email address is ***@swiftsurewealthmanagement.co.uk. To view Madison Smallwood's full email address, please signup to ConnectPlex.
Madison Smallwood works in the Financial Services industry.
Madison Smallwood's colleagues at Swiftsure Wealth Management are Daniel Lowe, Zara Heron and others.
Madison Smallwood's phone number is N/A
See more information about Madison Smallwood