Bespoke financial services and planning
Perhaps you’re planning on purchasing your first property or would like to release equity in your current home. Maybe you’re interested in investment opportunities such as Stocks and Shares ISAs or require a pensions expert to help you plan for a rewarding retirement. Whatever you need when it comes to financial advice, look no further than the specialists at SN Financial.
Don’t just dream about a bright future, plan for it.
Bespoke financial services and planning
What do you want to achieve?
At SN Financial, we believe everyone deserves access to personalised financial guidance. That’s why our experienced and trusted advisers are here to partner with you, understand your unique goals and circumstances, and create a tailored plan that helps you achieve them.
We offer a wide range of services to help you at every stage of life:
- Mortgages: We’ll help you find the right mortgage to fit your budget and homeownership dreams.
- Investments: Grow your wealth with personalised investment strategies tailored to your risk tolerance and financial goals.
- Pensions: Secure your financial future with retirement planning advice and solutions.
- Protection: Protect yourself and your loved ones with comprehensive insurance coverage.
Financial advisory in Worcestershire and Kent
Based in Droitwich Spa, we’ve proudly supported clients of all ages since 2004. The opening of our second office in Sevenoaks allowed us to extend our bespoke financial services even further, making SN Financial a trusted financial adviser for individuals, couples, families and businesses across Worcestershire, Kent and the rest of the UK.
Droitwich Office
5 Saltway, Droitwich, Worcestershire, WR9 8LB 01905 779697
Sevenoaks Office
46 Holly Bush Lane, Sevenoaks, Kent, TN13 3TL 01732 926255
Our customers say...
Jack Jones has been supporting me for a number of years now and I have no hesitation in recommending him personally and SN Financial as a company. Regular online or face to face meetings allow me to understand and keep track of investments and discuss the best way forward to achieve my long term goals. Sound advice is always given but I never feel pressured into doing something. Jack also supports members of my family with their private pension who have been able to take early retirement because of his sound financial advice and investment strategies for which I and they are very grateful. Do consider this company for all your financial requirements.
Daniel Sparkes
Zoe at SN Financial Services is an exceptional mortgage broker who saved the day after other brokers failed us. She’s incredibly knowledgeable, dedicated, and went the extra mile to secure us the best mortgage deal. Trust her expertise and experience to make your mortgage journey a success.
Brynn Clarke
Zoe was really helpful with our house move which included porting our existing mortgage. She was very attentive, patient and understanding of our needs. Would highly recommend.
David Whittaker
I couldn’t be happier with the quality and value of the work done for me by SN Financial. As an older, newly single mum, others had told me I wouldn’t be able to secure a mortgage large enough to keep my home and I came to SN purely to find out what I could afford instead. The wonderful Zoe worked with me on my finances and a found me a mortgage sufficient to buy out my ex and keep my kids in their home, where so called specialist in this field had failed!
Zoe and Ansa supported me through every step of the process, answering my stupid questions. They explained the things I didn’t understand, helped me make clever choices and seemed to have vested human interest in my case. Above and beyond service.
Heather A
Zoe was amazing from start to finish. I’d didn’t even know where to start when it come to getting a mortgage I never thought I’d even be able to buy my home but Zoe was amazing made everything so smooth.
Answered the stupid questions was VERY patient. She secured my mortgage and helped me get my first home and made my dream come true.
I would highly recommend Zoe to go above and beyond.
Lorna Parsons
Me and my partner are first time buyers in a bit of a rush due to pregnancy, Zoe and the rest of the team at SN financial have been nothing but amazing! They are super supportive and are willing to teach anything you don’t know (which was everything to us) any questions or issues we had were answered straight away and thanks to them, we got a bit of a rush put through on the house and are now in with 5 weeks to spare before little one arrives.
Couldn’t recommend enough!
Chloe Seers
All of your documents in one place
As well as always being on hand to discuss your financial activity in person or virtually, we also provide a dynamic and interactive client portal. Here you’ll find all of your policies and plans in one convenient place, allowing you to access your documents quickly and easily from anywhere.
We’re dedicated to customer service
We understand that mortgages, investments, pensions and financial protection can seem like a bit of a minefield. That’s why we’ll sit down with you to talk through your options in no-nonsense language, find you the best deals, offer expert advice and remain by your side for as long as you need us.
