Swann Financial Revenue
Financial Services • 
Banbury, England, United Kingdom • 21-50 Employees
Swann Financial revenue & valuation
| Annual revenue | $3,079,980 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,900,000 |
| Total funding | No funding |
Key Contacts at Swann Financial
Andrew Swann
Director At Swann Financial, Managing Partner Practice Of St. James'S Place Wealth Management
Mark Jeffries
Financial Adviser And Associate Director
Claire Gore
Director
Simon Pigott
Director
Company overview
| Headquarters | 39 South Bar Street, Banbury, Oxfordshire OX1 6 9AE, GB |
| Phone number | +441295275269 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Management, Protection, Savings, Retirement Planning, Retirement Planning, Wealth Management, Wealth Planning, Mortgages, Inheritance Tax Planning, Financial Reviews |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
Swann Financial Email Formats
Swann Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@swannfinancial.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@swannfinancial.co.uk | 100% |
About Swann Financial
At Swann Financial, a Managing Partner Practice of St. James's Place Wealth Management, our dedicated team of advisers have a wide range of specialist knowledge & experience that helps fulfil all of our client’s individual wants & needs. Our aim here at Swann Financial is to provide a meaningful relationship with each of our clients. It is our duty as your financial adviser to make sure you are looked after for your current & future circumstances. For our clients this includes having an yearly annual review (or more frequent if required) catch up with their personal adviser, to make sure everything is on track with their original plans. They have direct contact details to their adviser, so there is no need to wait to ask those important questions; they can also have meetings in the comfort of their home. Each of our expert advisers have their own specific skills & advisory sets, this ensures that we can deliver the right solution for each of our clients. As each clients circumstances are different, we make sure they have the right adviser for them. Your home may be repossessed if you do not keep up repayments on your mortgage. If you need any advice on any of our services please contact us on 01295 275269 or visit www.swannfinancial.co.uk Swann Financial is a trading name of Swann Financial Limited - Registered in England - Company no. 13817025 - Registered Office: 39 South Bar Street, Banbury, OX16 9AE Swann Financial 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 29/10/2024
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Swann Financial has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
Swann Financial has never raised funding before.
Swann Financial Tech Stack
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Frequently asked questions
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