Professional Financial Services for Individuals

Key financial services, tailored to your circumstances

Your future wealth and planning

You’ve probably got a plan, or at least an idea, of your route to a comfortable future and retirement. So it’s vital to ensure the wealth you have accumulated over time is working to help make it all happen. Too many people leave cash and investments where they either stagnate, lose value or attract too much taxation. We’ll ensure your wealth continues to grow.

Set me up for success
Scrutton Bland Office

Setting you up for later life

Your standard of living and the level of care you may need to receive in later life are both reliant on the assets and wealth you accumulate ahead of retirement. Modelling your anticipated cash flow and planning what your life will look like after work means you will get total clarity on how to manage your money.

Whether you are currently a director, executive, business owner, self-employed or an employee, we can provide guidance and advice to help you get the most out of your money. Our approach is defined by compassion, insight and transparency – we’ll listen to everything you have to say, give you our informed advice and the reasons behind our thinking, and won’t hide any costs.

To us, everything is personal. With a clear definition of what you want to achieve with your wealth and the right management, you can plan for your future.

Working on a laptop

Instant information on your desktop

Did you know, our online investment facility sbinvest allows 24-7 access to your account, so you can manage your money however you need to. With sbinvest, opening an ISA or general investments can be made from the comfort of your own home or office. With no requirement for separate advice, the minimum investment amount of £50 means it’s the perfect solution for anyone looking to begin saving.

Looking at an ipad
Looking at an ipad

The inside track

Read more News & Views