
Welcome to

Our Clients
50 years
by your side
Financial Planning is more than simply helping you save, invest or pick the right financial product. It’s about understanding what is important to you and the life you would like to lead.
Life is a unique journey for everyone, that is why for over 50 years we have stood by our clients’ side and helped them each step of the way.
Our Services
Providing peace of mind
from generation to generation
Our Financial Planners get to know each client well, and often work with several generations of the family from the first savings or mortgage through to retirement and later life planning…

Proud to be Chartered
Our team at S&P is proud to hold its Chartered status, widely considered the "gold standard" in the financial planning sphere. You can be confident that your financial plan is in the best possible hands.
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Financial planning
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Savings & Investments
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Estate Planning
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Retirement Planning
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Tax Planning
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Mortgages
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Corporate Services
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Protection & Insurance
Insights & Events
Latest from the S&P team
Our Journey
We’ve helped thousands of clients and their families since 1973, and counting…
as at 30th September 2023
0 years
...of professional experience
£0 bn
...assets under management
0 staff
...across three offices
0 advisers
...supporting our clients
