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, the life you would like to lead and being able to give you the peace of mind that you are not alone in making the big, the small or the difficult decisions that life throws our way.
Life is a unique journey for everyone, that is why for over 40 years we have stood by our clients' side and helped them each step of the way. Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there for you every step of the way with independent advice to help you meet your objectives: we will build you a financial plan that is flexible and achievable, whatever life throws at you.
Life is a unique journey for everyone, that is why for over 40 years we have stood by our clients' side and helped them each step of the way. Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there for you every step of the way with independent advice to help you meet your objectives: we will build you a financial plan that is flexible and achievable, whatever life throws at you.
Services
About
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We've been giving Independent Financial Advice for over 40 years. In this time, the world has changed and we have evolved, but our clients still remain at the very heart of what we do. 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.
Our People
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While we have 25 registered Financial Advisers who are directly responsible for providing Financial Advice, they couldn't do their jobs without the Investment Team, the Technical Analysts, Personal Assistants, Administrators, and all of our great back office staff who do so much to assist them. Strength in depth is one area which really sets us apart.
S&P in the Community
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We are proud to be a Norfolk firm and are committed to working with others for the good of our local community. Through our professional connections and media work, we come into contact with lots of wonderful people volunteering and working for the benefit of others young and old in their communities.
Protecting our Futures
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Our job is to help our clients plan for the future, and part of having a bright future is having a healthy world to live in. At S&P we are committed to being a firm which has a positive impact on our world, promoting responsible business practices. We are constantly developing and challenging the ways we work and do things with a focus on Stewardship, which is one of our core company values.
Personal Financial Planning
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Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there with you with independent advice to help you meet your objectives. We will build you a financial plan that is flexible and achievable, whatever life throws at you. Seeking financial advice can seem daunting, that is why we have a proven process that makes sure we get to truly know you and your needs.
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