Who are we?

SFB staffSFB Wealth Management is headed up by Martin Lindsey, who is joined by senior Wealth Managers David Hawkins and Michael Bates.  All three advisers are qualified to Diploma Level and above, and hold specialist qualifications for pension, tax and investment advice.

Georgina Heald is an independent financial adviser specialising in mortgages, protection, pensions and savings advice.

The team is supported by Vanessa, Natasha and Natalie.

Please browse our website for more information – or, better still, give us a call on 024 7638 4171 to arrange your financial review.

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