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.

With such a broad range of services, we believe there are no standard solutions – only the ones that matter to you. Your aims, concerns, responsibilities and lifestyle are as individual as you are.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.