SFB Wealth Management is a firm of forward-thinking independent financial planners based in Nuneaton, Warwickshire and Hinckley, Leicestershire.   We provide a fresh, new approach to financial advice as we are completely independent with no ties to fund managers, banks or insurance companies.

We believe that our role is to provide you with the best possible financial advice – selling products is NOT our primary objective. Our starting point is to develop a comprehensive understanding of you and your goals.  We do this by spending time getting to know you and undertaking a full and thorough review of your existing financial situation. We then work with you to formulate and implement the right strategy to help you achieve those goals.

SFB Wealth Management is not biased towards any product or provider, and we have a transparent remuneration structure. We promise that the only ongoing fees we will receive for the services we provide are those described in our schedule and agreed with you in advance.

Financial services is a fast-changing sector that’s strongly affected by changes in legislation, and SFB Wealth Management is highly proactive in ascertaining what is available in the marketplace in order to match this with our clients’ needs.

If you are thinking of creating your own plan, you should consider the following elements.  Do you have the:

• Time to research all of the products on the market and complete all the necessary paperwork?  On an ongoing basis, have you got the time to review your circumstances and ensure you have the best-performing products for the level of risk you are comfortable with?
• Necessary knowledge about current legislation, how this affects the products you buy, how the market is changing, and the impact that this has on your tax obligations?
• Confidence to interpret industry speculation and the experience to understand trends and anticipate changes?
• Objectivity to step outside of your situation and decide on the appropriate level of cover and risk for your circumstances?

SFB Wealth Management has up-to-date knowledge, expertise and experience which enable us to work closely with clients to match solutions and needs.

Please browse our website for more information – or, better still, give us a call on 024 7638 4171 to arrange your financial review.  Our usual opening hours are 9 am to 5 pm, Monday to Friday.