Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Education professionals
Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.
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Advice for Women
I know how difficult it is to juggle your family and home life, your career and your finances. I can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Heide Swift
Heide Swift Financial Planning
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Copyright St. James's Place © 2026