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
Wealth transfers of financial legacies
Are you among the many families unprepared and lacking structured plans? The world is on the verge of an unprecedented intergenerational wealth transfer, with projections
March 6, 2025
“Grey divorce”
Understanding the financial impacts of divorce over 50 Divorce later in life can be a complex and emotionally taxing process, particularly for couples over the
March 6, 2025
How would you cover some or all of the cost of an Inheritance Tax liability?
Especially when your primary aspiration is to pass on as much wealth as possible to loved ones Inheritance Tax (IHT) planning is essential for managing
March 6, 2025