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
The longevity challenge
Planning to make sure your retirement savings last Many of us look forward to retirement as a time to relax and enjoy the fruits of
January 5, 2026
Don’t miss the deadline for Individual Savings Accounts
Have you fully utilised this wrapper that shields your savings and investments from tax? An Individual Savings Account (ISA) is highly effective for anyone looking
January 5, 2026
Time to boost your retirement fund
Maximise your pension planning before the end of the 2025/26 tax year As the 2025/26 tax year ends on 5 April, now is the right
January 5, 2026