About Us
SP Financial Management Limited is a Chartered Financial Planning firm, first established in the year 2000.
Our Mission
To us, financial advice is a people-centred business and, while we all have our individual areas of expertise, together we are a powerful family of creative problem solvers.
They say the devil’s in the detail, and that’s very true, especially in our industry. However, the big picture, the market forces at play and the long-term trends sharpen our focus and help to make our collaboration with you all the more successful. We also believe in delivering the best possible service.
We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike.
From individual investors looking for guidance through the maze of investment options available to employers looking to put in place the best possible benefits for their employees, no issue is too small nor task to big.
Our motto is ‘Planning for your future’. One way we can help to do this is by not only helping with any specific needs you may have but also, by providing our clients with a holistic review of their existing provisions to see whether any improvements are recommended. Making savings in one area can often lead to greater investment in another.
We work on a fee basis. All costs and options will be discussed at your first meeting which will be free of charge and without obligation.
Our advisers, have a wealth of experience in all areas of personal and corporate financial planning, from protection and investments to mortgages and of course pensions.
SP Financial Management are Independent Financial Advisers who provide advice on employee benefits, and also provide advice to business owners, private individuals, trustees and charities. SP Financial Management has attained the Chartered Insurance Institute’s gold standard of Chartered Financial Planners status. All our advisers are committed to continuing their professional education and development. SP Financial Management subscribes to the Core Values and Business Practices of the Chartered Insurance Institute and is governed by a Code of Ethics.