Creating a financial plan

Creating wealth for our clients

Most of us have goals we want to achieve in life. These may be very specific such as paying off a mortgage early, purchasing a second home or retiring at an age of your choice. Or they may be more general such as striving for that feeling of financial security, achieving financial independence or simply wanting your money to work harder for you. Without a clear financial plan it can be more difficult to achieve your goals.

SPF has an expert team of independent financial advisers who have a history of creating wealth for their clients. We have extensive knowledge and expertise in all areas of financial planning, wealth management and investment selection. We will take the time to understand what you wish to achieve, how long you wish to invest for and crucially, the amount of risk you are prepared and able to take.

Whether you are new to investing or you are a seasoned investor, we can create a well-diversified portfolio to match your needs and objectives or review your existing investment arrangements. We will analyse the financial markets and recommend investment strategies which are suitable for you. We will also monitor these investments for you, if you wish.

If you have new money that you wish to invest or a portfolio that you would like advice on, we can help you.

The value of investments may fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as an indicator of future performance.

SPF Private Clients offers a complimentary initial consultation. If you then choose to take financial advice from us, we will always provide you with an estimate of the cost in advance.

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Whatever your enquiry, we will endeavour to be of assistance to you. Please feel free to call us or complete our enquiry form below.


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