We put our clients firmly at the heart of everything we do.
Our mission is to provide personalised and innovative wealth management services, leveraging cutting-edge technology and expert financial guidance, to help our clients preserve and grow their wealth.
At SWFS Ltd, we specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate planning, mortgages, and protection to corporate financial planning. We are based in London however supporting clients across the UK.
We are proud to be a Partner Practice of St. James's Place, which is well established as one of the UK's leading wealth management organisations.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 23/04/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.