Savings & Investment Advice

“They will sort the best deal out for you and they will monitor that for you without any shadow of a doubt.

Simon
– Business Owner

At SN Financial we have a dedicated Wealth Management Team who guide our clients in Worcestershire and the surrounding areas through their Savings and Investment requirements and offer investment advice.

Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance.

Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.

Our tailored savings and investment advice services include:

Inheritance Tax Planning

investment bonds and investment advice

Investment Bonds

Offshore Investments

Onshore Investments

Stocks & Shares ISAs

How we can help

To make sure you get the most from your pension planning, retirement planning and portfolio management, SN Financial offer a range of tailored services:

investment advice and strategy

Clear structured investment strategy which begins with identifying your growth and/or income requirements, measuring your attitude to risk and capacity for loss

investment advice and managers

As an independent firm, we are able to work with specialist investment managers and offer an unbiased view on their suitability and capabilities

We understand that every individual has a different view of risk and the level (if any) to which they wish to expose their investments

We spend time establishing what risk means to every client and the timescale over which their investment should be structured, along with the many other personal considerations that will be included in our in-depth review

We benchmark client portfolios and monitor them for you, ensuring you know that you are achieving value for money with your investments

investment advice and reviews

Providing regular reviews of your investments as this is crucial to maximise and protect your returns

Please note, past performance is no guarantee of future performance and the value of investments can fall as well as rise.

Fees

SN Financials are committed to transparency and clear costs of service. To take a look at how our fees are applied and calculated, as detailed within our client agreement, please click below.

Need help or advice?