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SWC Independent Ltd

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Overview

SOLUTIONS WITH CONFIDENCE

Description

SWC Independent Ltd is an Edinburgh based Independent Financial Advice firm, established in 2009. Through our 15 years of experience in providing financial services to both private and corporate clients, we have established a firm with honesty, integrity and client interest as its cornerstone. The principles of SWC Independent are based around the Financial Service Authority’s Treating Customers Fairly policy. Our main aim is to provide client relationships based on personal contact with an adviser. The role of the adviser is to clearly understand your goals (Where are you going and when do you want to be there?) and to provide coaching and advice on how best to achieve them. Everyone’s financial situation requires an individual approach and SWC Independent Ltd provide this through detailed fact-finding followed by intensive research. From there a strategy will develop and this is reviewed regularly, at least annually at a face to face review meeting. We embrace technology giving us access to the best systems in order to assist you in your financial planning. SWC Independent Ltd is intent on providing advice in the long term, thus allowing a financial partnership between adviser and client to be nurtured.  

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Contact details

Edinburgh, United Kingdom (UK)