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Welcome to White Swan Wealth Management

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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  • service

    Protection

    There are events we can all face that have the potential to completely transform our lives. It’s a...

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Financial Advice Firm Located in Twickenham

Financial Advice Firm Located in Twickenham

Welcome to White Swan Wealth Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 020 8241 3144 or email us at admin@whiteswanwm.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

TESTIMONIALS

See What Our Clients Have to Say About Us

G. Asigo

I was asked by the courts to find an adviser that could advice on my divorce and splitting of my pensions. I found Andreas who wrote a report the courts were very happy with. Since this he has reviewed my protection and assets and has placed me in a better, more protected position.

Dave P.

I went to Andreas to see if he could save me some money on my pensions. Fast forward 5 years he now looks after my entire families’ finances, including all of our protection, pensions and mortgages as well as my buy to let. I would feel comfortable recommending Andreas to anyone who needs any advice.

Peter and Jane R.

Andreas has helped us personally and professionally with our business. He has advised on protecting our mortgage and helped plan our retirement. Further to this he has presented to all the employees of our company and is now helping them with their individual circumstances. Andreas obviously knows his stuff and we are grateful we all have benefitted from his knowledge and guidance.

Joan M.

I had a complicated pension issue which my adviser at the time couldn’t deal with. To start with I only wanted Andreas to deal with this particular issue but have since switched all my pensions and investments to him as he is able to accommodate my ethical views and offered a personal touch my last adviser didn’t. I have recommended White Swan to several of my friends and will continue to in the future.

Stock data

Value Move %
FTSE 100 8546.84 41.620117 arrow 0.48934507 arrow
FTSE ALL-SHARE 4640.08 18.379883 arrow 0.3976866 arrow
FTSE MID 250 20563.05 -34.36914 arrow -0.16686244 arrow
FTSE 350 4688.07 18.82959 arrow 0.4032688 arrow
WHERE WE ARE

020 8241 3144
82 Whitton Road
Twickenham, TW1 1BS


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