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DirectoryFinance & InsuranceFinancial ServicesCointrinSWM Financial Planning SA
SWM Financial Planning SA Logo
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SWM Financial Planning SA

Summary

About the company

SWM Financial Planning SA provides international financial and wealth advisory services for private clients and expatriates. Services listed on the website include financial planning, pensions and investment advice, inheritance and trust planning, and insurance and mortgage advice.

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Offering

Products & services

Industry:Financial Services
✓ Offered12
Lifestyle Financial Planning
Bespoke financial plans for international workers and families, covering school fees, inheritance tax planning, trust planning and wills, insurance, retirement and repatriation.
Retirement Planning
Retirement planning advice for expats, including income planning, savings management, pension access, drawdown options, regular reviews and tax-aware planning.
UK Pension Review
Review of UK pensions for people living abroad, including tracing pension details, assessing scheme performance, checking residency and tax effects, and considering transfer options.
UK Pension Transfers
Advice on transferring UK pension benefits to SIPPs or QROPS, with review of scheme type, charges, tax consequences, currency exposure and regulatory protections.
Investment Review
Review of existing investments and pensions, assessing needs, objectives, policy structure, offshore options, tax efficiency and portfolio fit using online meetings and investor portals.
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Location

Hier entsteht die Karte
Route de Pré-Bois 20
1216 Cointrin

At a glance

Legal form
Corporation
UID
CHE-113.401.171
Founded
2007 · 19 years
Last commercial register change
June 5, 2025
Employees
1 to 10

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