ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesCointrinSWM Financial Planning SA
SWM Financial Planning SA Logo
Verified· 2 sources

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.

AI-generated
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.
Offshore Investments
Offshore investment advice using structures and jurisdictions intended to improve tax efficiency, portability and choice for internationally mobile clients.
Tax Planning
Tax-aware financial planning conversations on UK income tax, capital gains tax, inheritance tax, property tax, pension tax, residence rules, treaties and wrappers; not formal tax filing.
Trust Planning & Wills
Planning around trusts and wills to protect loved ones, support estate planning and manage wealth transfer across jurisdictions.
Health, Life & Income Insurance
Protection planning with health, life and income insurance as part of broader wealth protection for clients and families.
International Mortgages
Mortgage advice for internationally mobile clients, including cross-border property finance and support for complex international borrowing situations.
Corporate Solutions
Business protection planning for companies, including shareholder protection, key person insurance and business loan protection.
Currency Exchange Services
Foreign exchange and international payments through Skybound FX, including portfolio and share class hedging and mass payment solutions.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
Comparisons

SWM Financial Planning SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank SWM Financial Planning SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of SWM Financial Planning SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

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

Knowledge

No knowledge articles yet

Once SWM Financial Planning SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started

Similar companies

M&
Money & Com SA
Geneva
GM
General Moneytrading - GMT SA
Geneva
GC
GMT CHANGE Sàrl
Geneva
BC
BNC Change (Suisse) SA, succursale de Meyrin
Meyrin
BC
BNC Change (Suisse) AG, succursale de Grand-Saconnex
Le Grand-Saconnex
BC
BNC Change (Suisse) SA, succursale de Perly
Perly
BC
BNC Change (Suisse) AG, succursale d'Anières
Anières
BC
BNC Change (Suisse) SA, succursale de Thônex
Thônex