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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesCointrinSWM Financial Planning SA
SWM Financial Planning SA Logo
Verified· 2 sourcesTrust Score
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.
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4.1/5

SWM Financial Planning SA

Trust & reputation

ranQ Trust Score of SWM Financial Planning SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

SWM Financial Planning SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
SWM Financial Planning SA scores 85.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
SWM Financial Planning SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
SWM Financial Planning SA scores 94.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.94.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

SWM Financial Planning SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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