Welcome to Swilcan Financial Partners
We are your trusted Financial Advisers for life.
An Appointed Representative of St. James's Place and based in Bathgate, West Lothian, Swilcan caters for personal and corporate clients all over Scotland and throughout the United Kingdom.
A plan for your life
Whether you’re an individual or a business, we are ready to help. At Swilcan we won’t give you products, we will give you a plan, a true-life plan.
Our aim is to understand you and understand your financial situation. We look at your financial goals, which define what you want to achieve. We look at your financial personality, which dictates the risks you are willing to take.
We also look at your values and interests, which reveal the type of possibilities you may wish to consider.
Finally, using the Voyant Cash Flow Model, we then turn your possibilities and goals into a plan. A true-life plan that details what you need to do to help provide the life you want and the life you want for your loved ones.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Our new Peebles Office
Swilcan Financial Partners was established in 2020 and since then, the business has grown and expanded which is testimony to our professional standards. Our new office in the beautiful town of Peebles reflects our growth and we look forward to supporting people and businesses from and around the Scottish Borders with their financial needs.
SJP Approved 25/03/2024
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.
