Swiftsure Wealth Management Limited

Financial Planners
Based in Knutsford, Cheshire and established in 2016, Swiftsure Wealth Management provides advice in all areas of financial planning, including: - Investments Planning - Pension Planning - Mortgages - ‘Later life’ Planning (for example to cover the cost of care) - Estate Planning As part of our holistic approach to wealth management, we also specialise in tax-efficient investment planning, whether for income tax, capital gains tax or inheritance tax. And we help business owners in the complex area of corporate financial planning, providing guidance on tax-efficient profit extraction, pension planning, and protection for directors and senior employees.