Zara Heron's Colleagues at Swiftsure Wealth Management
Zara Heron's Contact Details
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Swiftsure Wealth Management
Zara Heron's Company Details
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.