East Yorkshire / Coming 2027
A thoughtful plan for what comes next.
Swanbridge is a new, family-run financial planning and wealth management practice being established in East Yorkshire.
Being built for business owners, founders & families.
Money is part of the story.
Life is the reason.
Building a business, thinking about an exit or planning the next chapter brings questions that go beyond the numbers. What is enough? What should your money make possible? And what matters most to the people around you?
Swanbridge is being designed around those questions. A small, personal practice, with local roots and a focus on long-term relationships.
The next chapter
For business owners, founders and entrepreneurs thinking about life beyond the business they have built.
A longer view
Exploring the shift from creating wealth to thinking about capital, financial independence and the years ahead.
What matters most
A practice being built with families in mind, and with an understanding that money has a purpose beyond itself.
From building a business to thinking about a life.
Kevin Smith-Levy
Founder of Swanbridge
Selling a business changed the questions he was asking about money.
Kevin began his career in London as a research analyst. In his twenties, he left to build businesses of his own, going on to co-found, grow and eventually sell them.
After an exit, the focus changed. It was no longer simply about building a company or generating an income. It was about how to manage and invest the capital he had built, how much was enough, and what he wanted his money to make possible for his family.
That experience is part of the reason Swanbridge is being created: a deliberately small, family-run practice built around people, long-term thinking and the next chapter.
Kevin is also the author of practical guides for private investors.
A little perspective.
A longer view.
The Journal will explore business, money and the next chapter: reflections on building and selling businesses, thinking about enough, and what we want our money to make possible.
Leave your details to request Journal and launch updates as Swanbridge takes shape.