Local Independent Financial Advisers in Rayleigh

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.

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MORTGAGES AND INSURANCE

Are you a first time buyer, remortgaging, raising additional funds?

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Need independent insurance advice?

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EMPLOYER PENSIONS & EMPLOYEE BENFITS

Are you a company needing help with auto enrolment or group pensions schemes?

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Need help with employee benefits?

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SAVINGS AND INVESTMENTS

Are you looking to save regularly, or potentially invest a lump sum of monies?

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Do you want savings and investments advice?

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PENSIONS AND RETIREMENT

Looking to start a pension, review your pension or draw your pension?

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Do you want independent retirement advice?

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INSURANCE & PROTECTION

We can help you arrange appropriate personal and business protection tailored for your circumstances and needs.

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AUTO ENROLMENT

We can set up, arrange and implement a scheme for your businesses and can help guide you through the process.

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INHERITANCE TAX

We can provide you with advice on how you can reduce any potential inheritance tax liability you may have.

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RETIREMENT INCOME

We advise on; Open Market Option, Annuities, Drawdown and more to get the best retirement income for you.

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ABOUT US

Find out more about SP Financial Management and how our team could help you with your financial planning needs.

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At SPFM Independent Financial Advisers we work effectively with local businesses and individuals. We help businesses grow and evolve, by getting to know them and their business.

Independent financial advisers