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
Are annuities included in your retirement income plans?
Ensuring financial stability in your golden years An annuity converts pension savings into a regular income, providing financial stability in retirement. Annuities deliver guaranteed income,
July 1, 2025
How gut instinct is guiding financial futures
A new report reveals that millions rely on guesswork when planning for retirement Millions of UK adults are approaching retirement more guided by intuition than
July 1, 2025
Fresh opportunities to maximise your savings potential
Making the most of your new tax allowances for the 2025/26 year As we are now a few months into a new tax year, it
July 1, 2025