From buying your first home to drawing your pension
As Independent Financial Advisers and Mortgage Brokers, our team are able to help you with all aspects of your financial planning needs.
Mortgages, Insurance
& Equity release
Are you a first time buyer,
remortgaging or buying to let?
remortgaging or buying to let?
Employee
Benefits
Are you a company needing help with
staff pensions or supplementary
employee benefits?
staff pensions or supplementary
employee benefits?
Savings
& Investments
Knowing the best way to invest your money is important, whether it’s for travelling the world or making sure your family are safe and secure, plan your investments carefully now.
Pensions & Retirement
Looking to start a pension, review your
pensions or retirement planning?
pensions or retirement planning?
Inheritance Tax Planning
Are you concerned about the value of your Estate and the impact inheritance taxes might have?
Lifestyle Financial Planning/Cashflow Modelling
Our focus is on you, your goals and aspirations.
At SP Financial Management Limited, our Independent Financial Advisers work effectively with individuals and business to help them grow and evolve by getting to understand your wants and needs.
Financial NEWS
Enhancing retirement through lump sum contributions
Contributing additional amounts to your pension stands to benefit you significantly in the long term Recent research findings have brought to light a striking observation:
April 30, 2024
Britons procrastinate on making a Will
Research identifies that over half of adults do not have a Will Recent research has uncovered that a staggering 51% of adults in the UK
April 30, 2024
Prudence of perseverance in investing
Maintaining an investment stance centred on the potential for long-term growth For investors, the perennial question of whether to ‘stick or twist’ with their current
April 30, 2024