WELCOME TO Swan Financial Services and Positive Solutions

Financial adviser located in Tonbridge, Kent

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 01732 783565 or email us at paulswan@thinkpositive.co.uk and we'll be pleased to help you.

ABOUT

Who we are and what we do

Swan Financial Services is a family business first and foremost.

In 1974 my father Don began offering advice relating to financial services from an office in Trafalgar Road, Greenwich, South East London. He was then working with Albany Life, a Life and pensions provider. 

I joined Don and Albany Life in 1996.  I had originally joined the industry in 1983 and had gained extensive experience in a variety of major financial institutions working with the TSB and Abbey National and an Independent Financial Adviser. 

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Financial Services

We offer a full range of financial services and have highlighted three of our most popular below.

Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...
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Protection
There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about...
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Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
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How We Work

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.

Our plan for you

1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How 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.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
WANT TO MAKE THE MOST OF YOUR WEALTH?

Contact us now to speak to our Financial Adviser

Don't miss this opportunity!
Where we are

Riverside Business Centre, River Lawn Road, Tonbridge, Kent, TN9 1EP

Privacy Notice

Swan Financial Services and Positive Solutions are trading styles of Quilter Financial Planning Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Planning Solutions Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 184591.

Quilter Financial Planning Solutions Limited is registered as a company in England & Wales. Registered Number: 03276760. Registered address: Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB.

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Planning Solutions Limited 22/01/2024.