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
Age is not just a number
The impact of an increased lifespan on your retirement finances Living to the ripe old age of 100 could require an additional £260,000 in pension
February 29, 2024
Managing your finances as a couple
Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship Transparency is the foundation of any strong relationship, which holds true
February 29, 2024
Planning for an early retirement
Living life to the fullest and accomplishing long-held dreams Early retirement typically signifies reaching financial autonomy before the statutory pension age, usually in the mid-60s.
February 29, 2024