At S4 Financial Ltd, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
We are not tied to any high-street bank or building society and can therefore offer truly independent advice. We do business in a way and at a time that suits you - in other words, we remove all the hassle for you. We listen to your requirements and then use our experience to find you the best solutions.
We are not tied to any high-street bank or building society and can therefore offer truly independent advice. We do business in a way and at a time that suits you - in other words, we remove all the hassle for you. We listen to your requirements and then use our experience to find you the best solutions.
Services
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Since the very beginning, S4 Financial Ltd has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
During the initial free, no-obligation meeting, S4 Financial Ltd will assess your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost. You will be given details on how the firm is regulated by the FCA, the range of products we are authorised to advise on and any information we are required to give you.
At S4 Financial Ltd, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds. S4 Financial Ltd is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company. Our work at S4 Financial Ltd with corporate clients brings us into contact with companies of all sizes across the UK.
The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. S4 Financial Ltd work with you to consider all the options based on your needs and risk appetite.
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