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.
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.
Savings & Investments
Protection & Insurance