Financial planning

Financial planning

Financial planning can be a complicated area. Independent advice that is whole-of-market is crucial.  

SPF has a Wealth Management team comprised of independent financial advisers (IFAs). Our financial planning services ensure that you get the right advice for your circumstances, whether you are interested in investments, various types of protection, planning for retirement or inheritance tax mitigation.

There is no charge for an initial consultation for financial planning.

Please contact us on +44 (0) 20 7409 9900 for further information.

Retirement planning

Preparing for retirement requires thought and planning.

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Inheritance tax planning

It is important to take advice on inheritance tax planning to understand the options available.

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Life and health insurance

Insurance can protect you, your family and your health against the unexpected.

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Investments and savings

Investing involves taking a calculated risk to increase the returns on your money over time.

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Tel +44 (0) 870 900 7762