Heide Swift

Heide Swift

Heide Swift Financial Planning

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8939
Based in Flitwick
View location

Top Rated 2025
Verified since: March, 2021

5 out of 5

147 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Heide and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Heide has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Heide has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Heide has not yet added their fees to their profile

  • 50

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Heide

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Heide (based on 50 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Heide and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Heide has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Heide has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Heide has not yet added their fees to their profile

  • 50

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Heide

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Heide (based on 50 first impressions)

My name is Heide Swift and I have lived in Bedfordshire since 2001. I have one teenaged son and a dog so most of my spare time is spent running around after the son and walking the dog! I can help you in the following areas: Pensions and retirement planning Investments Mortgages (for residential or buy to let property) either purchasing or re-mortgaging Later life lending (equity release) if you are over the age of 55 Protecting you, financially in areas such as life insurance, critical illness cover, income protection Whether you’re looking to review your retirement plans, have some money to invest or indeed are looking for a mortgage, after we have gone over your circumstances and looked at your current provisions, you are free to decide whether I can be of any assistance to you. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 25/06/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Heide's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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