SP Financial Management is a Chartered Independent Financial Planner practice.  We provide advice to companies, individuals and charities

SP Financial Management was purchased by Gary Lockett in 2007, who was a client of the firm. Gary is now CEO and Adrian Clayfield was appointed as Managing Director.

Under the strategic direction of Gary and Adrian, SP Financial Management implemented a number of changes to ensure and protect the future financial strength of the company and In 2011 the firm moved their head office from Southend-on-Sea to Rayleigh.

For more information on independent financial advice, please give us a call for a free initial consultation.

Call 0330 123 0135

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“SP Financial Management were amazing when I needed Independent Financial Advice. From the initial conversation through to arranging my personal and business finances, SP Financial Management put me first.”
MR PINK

At SP Financial Management we look at things differently and take a holistic approach. This means we look at everything which constitutes your financial life.

What we do is listen to you, understand where you are now in your life plan, where you want to be and how you want to continue living your life.

We can show you how much wealth you will need to accumulate in order to achieve the lifestyle you want.

We can help you plan your life’s journey and show you how you can enjoy it because life isn’t a rehearsal and no one wants to struggle now in order to have a good time in the future, when in reality it may never come. In the same way it’s not prudent to live for today without thinking about the future. Who wants to have to cut back on their lifestyle at just the time when you want to enjoy it?

SP Financial Management has attained the Chartered Insurance Institute’s gold standard of Chartered Financial Planners status. All our advisers are committed to continuing their professional education and knowledge. SP Financial Management subscribes to the Core Values and Business Practices of the Chartered Insurance Institute and is governed by a Code of Ethics.