Our personal Client Adviser will already know about your financial circumstances, needs and preferences, including your short- and long-term financial objectives.
He or she will build a clear picture of your aspirations for the future, your wishes for your family, your financial worries and your retirement plans – as well as your investment preferences and attitude to risk. Our financial planning team will then be fully equipped to recommend a personal strategy and establish arrangements to create the future you want.
Swordfish Financial was founded by a conglomerate of investors seeking to improve the transfer of financial information. Drawing on decades of combined experience in the global financial markets, they aim to implement the wealth solutions necessary to both preserve and grow the assets that our clients have worked so hard to achieve.