Are you and your business covered?
SFB Wealth Management provide specialist advice on the wealth of private individuals, families, corporate clients, trusts and charities. Our comprehensive financial planning service ensures that all your investment and protection needs are met:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
Do you want to reduce your current mortgage outlay or are you moving home?
Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £250.
SFB Wealth Management firmly believes in developing long term relationships, so they can assist you through all stages of your life.