We provide transparent, trustworthy wealth management, freeing you up to live the life you want.  SFB Wealth Management is totally independent, and our services include the following:

Retirement Planning

Whether you want to start planning for your retirement, or would like your existing pension reviewed to ensure you have the right provision in place, SFB Wealth Management will provide the highest quality financial advice to help you to make the most of your retirement.

Investments and Savings

SFB Wealth Management reviews your current investments and savings and establishes your attitude to risk to ensure your portfolio includes the right selection to match your financial plan. You will be able to view your portfolio online, and will also benefit from face-to-face reviews of your financial situation, dependent on the service level chosen.

Protecting your family in the event of death or illness

SFB Wealth Management will find the right protection plan to safeguard your family’s lifestyle if your income suddenly changes due to death or illness. Our expertise and product knowledge cover the many different insurance policies available to protect your family in difficult circumstances.

Protecting your business in the event of death or illness

As a business owner, it is important to prepare for the unexpected – in particular the impact of losing people who are key to the business. Business Protection financially safeguards the business against the economic cost of losing skills, energy and knowledge in the event of the death or critical illness of key personnel.

Inheritance Tax Planning

With increases in property prices, a larger proportion of the population will be affected by Inheritance Tax Planning, otherwise known as IHT. SFB Wealth Management can work with you to plan your estate and your portfolio in order to keep your IHT obligation to a minimum.

The Financial Services Authority does not regulate taxation and trust advice.

Mortgage Advice

SFB Wealth Management will find the right provider to suit your circumstances and needs, giving you peace of mind moving forward.  There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate it will be £250.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For a financial review, please give us a call on 024 7638 4171.