Testimonials

I have been a client of Swan Financial Services for many years starting in the 80’s.  I first knew Paul as a fellow St. John Ambulance cadet from about 10 years old.  His father, Don Swan, first started advising me when I started work at 17. The advice I have received includes investment, inheritance, mortgage, negative equity and retirement planning.  During the 90’s recession, when interest rates climbed to 13%+,  Paul helped my future wife and I to solve our negative equity issue and secure our mortgage which two major banks failed to do.

Paul continues to advise both my wife and I with our pensions and investments.  I have been able to recently semi-retire at 60 which to me proves his advice to be sound. We have found the advice to be non-biased and the products chosen have proven to be correct and secure even during the times where most markets were struggling.

Paul explains options in a way that makes sense and allows you to feel confident in making the right decision. I highly recommend Swan Financial Services
 

Following a strong recommendation by a long-time and trusted friend I have been using Swan Financial Services for around two years.

They have proven and demonstrable track record of delivering sound financial guidance and advice. This is supported by strong business acumen together with a measured and professional approach to financial decision making. They consistently deliver a first-class service, and I have complete confidence in their competence and commitment to looking after my financial affairs.

The world of pensions, investments and finance is difficult to navigate and very time consuming. Paul and his team have earnt our complete trust thanks to their advice resulting in positive returns year-on-year and remain a critical extension to our business for our investment portfolio. We would highly recommend Paul and the team at Swan Financial Services.

Initially guided financially by Paul's father Don Swan ‘Swan Financial Services’ in 1985 we had no hesitation to remain with the family business and continue to do so now with our family. Paul has always
supported us with financial decision making in a personal and professional way, 37 years of excellent service is testament in itself.