Company Information

Get to know Swan Capital Financial Planning

Established in 2005, Swan Capital Financial Planning Ltd is an independent financial advisory firm based in Bristol and London. The company holds Chartered Financial Planners status, signifying a high level of professional standards. Their mission is to build long-term relationships with clients by providing bespoke financial planning and wealth management solutions covering investments, retirement planning, estate planning, and protection. As an independent firm, they offer advice on products from the whole of the market, tailored to individual client goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Swan Capital Financial Planning

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.