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
The ‘secret’ to easing an Inheritance Tax burden
A practical solution to a challenge many families could face When planning your legacy, it’s essential to understand how Inheritance Tax (IHT) may impact what
May 1, 2025
Ten years of pension freedoms
Research reveals worrying trends among savers Ten years ago, pension freedoms revolutionised how people access their retirement savings. These changes offered savers over 55 greater
May 1, 2025
New rules of Inheritance Tax on businesses and land
What families need to know and how to plan for the future The October 2024 Budget proposed sweeping changes to Inheritance Tax (IHT), significantly tightening
May 1, 2025