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SwanWick

swanwicksleep.com

Founded Year

2015

About SwanWick

Swanwick Sleep offers a large variety of cool and stylish blue light blocking glasses, sleep masks and other quality sleep products.

Headquarters Location

700 Lavaca St Suite 1400-91137

Austin, Texas, 78701,

United States

855-441-2008

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Expert Collections containing SwanWick

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

SwanWick is included in 1 Expert Collection, including Sleep Health & Wellness.

S

Sleep Health & Wellness

802 items

These companies aim to assess or improve the quantity/quality of sleep, or use sleep data in the monitoring or diagnosis of other health conditions.

Latest SwanWick News

Do advisers need financial advisers?

Oct 4, 2022

4th October 202210:00 am It can seem strange to think of professionals consulting others in the same field in a personal capacity, but they do. Just like doctors have their own GPs, some financial planners have their own financial planners. The decision to do your own financial planning or consult a fellow professional is a personal one – neither path is right or wrong. To determine which way to go, advisers need to make an honest assessment of their needs and expertise. Their final decision depends on a range of factors – but what are these and why would an adviser choose one option or the other? ‘You are your first client’ Becoming a financial adviser involves a lot of studying and knowledge building, passing the required exams to qualify and chalking up years of practical experience. So you could argue all this puts them in an ideal position to deal with their own personal finances. This is why Natasha Percy-Baxter, principal of St James’s Place associate partner practice PercyBaxter Wealth Management, does her own financial planning. “As an adviser you have to get your qualifications and experience – if you’ve worked to that level why would you not apply it to yourself? You are your first client – why would I not sit down with myself” she says. When Percy-Baxter qualified, she made sure she was making the most of her pension. “I spent a whole week digging out my paperwork. I looked at it all, consolidated it and made sure it was properly aligned with my attitude to risk,” she says. “Then I thought let’s maximise my tax allowance, am I making the most of my Isas?” Percy-Baxter likes her own advice style and understandably, if advisers think their clients’ best interests are served by doing things in a certain way, they would want to see the same approach in relation to their personal finances. “Given the thousands of client conversations over the years, advisers have a strong understanding of the main financial goals and the exams and experience give them the knowledge of what products and portfolios to use in order to hit them,” says Brian Byrnes, a former financial adviser who is now head of personal finance at digital wealth manager Moneybox. “However, we are all subject to biases and advisers are no different.” This is something that Percy-Baxter accepts, but she says it all depends on whether the adviser is able to take a step back and almost take themselves out of the equation. “My approach was ‘here’s my paperwork – this is me’. I removed any judgement, I just looked at what was in front of me,” she says. “If I can take away the subjective element and look at it in black and white, it wouldn’t make sense to go to another adviser.” However, there are circumstances in which Percy-Baxter would think about consulting someone else. “I don’t do mortgages, so if I needed mortgage advice, I would see someone else,” she says. So if an adviser specialises in some areas but not others, it might be worth them getting advice in areas that they don’t cover from someone who does. Time constraints One clear-cut reason for consulting another adviser highlighted by Percy-Baxter is just not having the time to do it. Even if advisers are more than capable of doing their own financial planning, this may take a back seat where they are busy helping clients. Everyone is familiar with the stereotype of the builder who has the worst house in the street because they are always working to make other people’s homes look beautiful, but sometimes the same could be said of advisers. Putting the client first can mean that the adviser’s own financial affairs take a back seat. “If you’re an adviser, you know what you should be doing,” says Percy-Baxter. “But I’d say set yourself a deadline to do your own financial planning. If that comes and goes without you doing anything, outsource it, because other priorities are taking precedence.” There are other reasons why it might be better for advisers to get someone else to look after their own financial plans. Byrnes says advisers can be overconfident with their own investments and can be subject to loss aversion. “A second pair of eyes can be helpful highlighting some of these blind spots,” he says. Market volatility has been a concern recently as the UK deals with the cost of living crisis and the impact the government’s response to this. Byrnes says that in times of extreme market volatility, even advisers can get nervous, despite all they know about investing for the long term. “This is a good thing as it helps advisers empathise and ultimately advise their clients – but it’s another example of where a conversation with other advisers and planners can be useful,” he says. Younger advisers may have limited experience of choppy investment waters, while those with more experience will have gone through periods of high inflation, rising interest rates and lower growth previously. “Advice from planners who have seen these things before could be invaluable,” says Byrnes. Fresh ideas Dimensional Fund Advisors head of client communications, David Swanwick, spent over a decade as a financial adviser in Australia. One of the things that strikes him is how becoming another adviser’s client can give advisers more insight into the experience of taking advice. This can be used to bring fresh ideas into their own financial planning practice. But as well as learning from another adviser, Swanwick says the relationship can also help advisers who need to be putting succession plans in place, as you can have an adviser on hand to step in almost as a locum. “One of the great challenges in financial planning is making sure that advisers have a good succession strategy,” says Swanwick. “Sadly, things have happened to advisers we know and fortunately there has been another adviser in the background to pick up the work, give peace of mind to the widow and the team, and make a terrible situation less terrible.” As a former adviser, Swanwick is capable of doing his own financial planning but prefers to consult someone else. But points out that advisers will probably use their own financial planner in a different way compared to members of the general public. “I don’t use my financial adviser to answer technical questions. I use them to be a sounding board and to help me uncover my blind spots. Its valuable to have someone you trust who can act as a high-quality sounding board,” he says. “Together we know more than we do alone” is how Dimensional defines its approach to investing and Swanwick applies the same idea to financial planning, with two advisers knowing more together than they do alone. However, he acknowledges that there could be problems in a relationship between two advisers if their philosophies are misaligned. “One example might be if one adviser is experienced in looking at the markets and picking stocks, but they go to someone who doesn’t do that,” he says. Percy-Baxter feels that being the sort of adviser she is – someone who is very much about digging into the details – she would most likely be a ‘back-seat driver’ if she took advice from someone else. “But it’s nice to see how other advisers do things, as there are little nuggets you can take away,” she says. “Trust is the other thing – you trust yourself to give advice to other people, but do you trust yourself to advise yourself?” And if you are doing your own advice, it shouldn’t be a one-off thing – you need to make time to review it.”

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SwanWick Frequently Asked Questions (FAQ)

  • When was SwanWick founded?

    SwanWick was founded in 2015.

  • Where is SwanWick's headquarters?

    SwanWick's headquarters is located at 700 Lavaca St, Austin.

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