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?

Employee
Benefits

Are you a company needing help with
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?

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 future of retirement

Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential

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Pension scams on the rise

Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered

Read More »

For more information on our services and for impartial independent financial advice, please click below.