Independent Financial Advice

Objective, independent and tailored solutions designed to meet your financial goals

Services for individuals Fees and charges

When it comes to managing your wealth and achieving your financial objectives, you need an adviser that you can trust. From helping you to understanding your current financial position to finding ways for you to prosper, we will be with you every step of the way.

Being independent means we are not restricted by ties or commissions, we access the whole of the market to ensure that we put our clients first. Our friendly team of advisers will spend the time with you to understand what your wealth management objectives are and to create a financial planning strategy to help you meet them.

We understand how important flexibility is for our clients. We can meet with you at one of our local offices, or even in your home if you prefer, but, for anyone wishing to make a simple or one-off investment without the need for advice, our sbinvest facility offers a general investment platform where you can open an ISA or other general investment account online and from the comfort of your own home, any time of the day or night.

Making decisions on personal financial matters can be complex. Our aim is to build relationships in order to work with you in the medium and long term, supporting you in protecting your wealth and growing your investments.

Through our unique Private Client Service we deliver a complete and joined up financial planning, tax advisory and insurance service bringing everything together in one place. 

Services for individuals