Financial Advice For Individuals

Investments

Bespoke scientific approach to investing, for income or capital growth in the most tax efficient environment

Tax Efficiency and Smart Use of Pensions

Before retirement, access existing pension funds and free up capital for immediate use, within your tax free allowance

Protection Plans, Life Assurance, Critical Illness Cover, Family Protection

We all want to protect our loved ones if we are not around. We are able to source products to ensure your family will be financially secure if the worst happens.

The chance of getting a critical illness before the age of 65 is 1 in 4 for men and 1 in 5 for women. Recovering from illness is bad enough; however, worrying about your finances could make it even harder

Buying a new home or moving house?

We use the most up-to-date mortgage sourcing system and that combined with our wealth of experience will ensure you get the best mortgage for your circumstances. You’ll then be contacted before your scheme expires to look at which options are best for your future.

Protect your home and possessions

There are hundreds of different home and contents policies on the market. You will be recommended products that provide value for money and ensure your home and contents are protected against risk.

Income Protection

State benefits may not pay you enough to cover all your monthly bills. An income protection plan replaces your monthly income up to the point of being able to return to work or retirement if you become ill.

Thinking of investing in property?

Buying to let can be a great way to provide income and security for your future. Our advisers will advise on the most tax efficient way to purchase.

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form