Swindells Financial Planning

Swindells Financial Planning assists individuals with financial challenges, particularly in retirement planning. They offer financial advice to help clients manage their financial future.
  • Investment advice
  • Retirement planning
  • Inheritance tax reduction
  • Financial legacy planning
Size
Small
Phone
01825 76 33 66
Website
swindellsfinancialplanning.co.uk
Email
Available in Endole App
Locations
Atlantic House, 8 Bell Ln, TN22 1QL
01825763366
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Cranwell Wealth Solutions Limited
Cranwell Wealth Solutions Limited provides comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage.
Company Details
Swindells Financial Planning is operated by Swindells Financial Planning Limited and is a Active company incorporated on 27 October 2004 with the registered office located in Uckfield, East Sussex. Swindells Financial Planning Limited was registered 21 years ago.
Status
Active
Size
Micro
Directors
3
Age
21 years old
Employees
1
Turnover
Unreported
Total Assets
£147.1K
Cash in Bank
£66.39K
Total Liabilities
-£104.23K
Mr Duncan ORR
Director • Financial Planner • British • Lives in UK • Born in Aug 1963
Mr Robert Willison
Director • Accountant • British • Lives in England • Born in Oct 1976
Mrs Melanie Jane Richardson
Director • Chartered Accountant • British • Lives in UK • Born in Apr 1969
Swindells LLP
PSC
More information on Swindells Financial Planning Limited
Teams
All
2
Support
1
Other
1
Duncan ORR
Director, Investment Adviser, Financial Planner, IFA (Independent Financial Adviser) • Joined Jul 2005
Lorraine Matthews
Administrator
Lorraine Matthews
Administrator
Duncan ORR
Director, Investment Adviser, Financial Planner, IFA (Independent Financial Adviser) • Joined Jul 2005