Business Details
Trusted Financial Advisers in Windsor | Scrivener Financial
Scrivener Financial is a Senior Partner Practice of St. James's Place, established to build lasting relationships with clients across London and the Home Counties. Our focus lies in delivering tailored financial plans that empower individuals to approach their future with confidence. With expertise in wealth management, we cater to diverse client needs, including investment management, retirement planning, and protection strategies.Our team prioritises scrupulous attention to detail, proactive investment management, and a client-centric approach, as evidenced by testimonials highlighting decades of trusted advisory service. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring adherence to the highest professional standards while maintaining an authentic personal touch in all client interactions.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Pension Planning
Intergenerational Planning
Highlights and features
- We offer personalised financial planning tailored to individual life stages and goals.
- Our team holds decades of combined experience in wealth management and investment advisory.
- We maintain transparent communication with no hidden fees or obligations.
- Our FCA-authorised status ensures adherence to rigorous regulatory standards.
- Client testimonials highlight consistent delivery of proactive and trustworthy advice.
Associations and certifications
- Financial Conduct Authority
What people say
Great financial adviser
Proactive investment management
Consistent high standard
Genuinely trustworthy
Delighted with service
Services
Investment Management
We design and implement customised investment strategies aligned with individual risk profiles and financial objectives. Our proactive portfolio management ensures optimal asset allocation while maintaining flexibility to adapt to market changes. Clients benefit from regular performance reviews and transparent reporting to track progress towards long-term wealth growth.
Retirement Planning
Our retirement planning service creates comprehensive strategies to ensure financial security during post-employment years. We analyse current pension provisions, forecast future needs, and recommend tax-efficient solutions. Regular reviews help adjust plans according to evolving personal circumstances and regulatory changes, providing ongoing peace of mind.
Protection Planning
We assess clients' financial vulnerabilities to establish appropriate protection measures against unforeseen events. This includes life insurance, critical illness cover, and income protection policies tailored to individual family circumstances and financial commitments, ensuring loved ones remain safeguarded.
Corporate Services
Tailored financial solutions for business owners covering succession planning, company pension schemes, and tax-efficient remuneration strategies. We address both personal and corporate financial objectives to support sustainable business growth while optimising directors' personal wealth outcomes.
Intergenerational Planning
Our intergenerational wealth management focuses on efficient asset transfer across generations. We combine inheritance tax mitigation strategies with trust structures to preserve family wealth while respecting individual wishes and legal requirements for long-term legacy planning.
People
Mike Scrivener
Director
With extensive experience in financial advisory services, Mike leads client relationships at Scrivener Financial. He specialises in creating tailored wealth management solutions, focusing on long-term financial security for individuals and families through meticulous planning and proactive investment management.
Robert Briggs
Financial Adviser
Robert provides expert financial guidance with over 20 years of experience in wealth management. His client-focused approach combines in-depth market knowledge with personalised advice, consistently delivering solutions that align with individual financial goals and risk profiles.
Tom
Financial Planner
Tom specialises in comprehensive financial planning, helping clients navigate complex investment decisions. His honest, straightforward approach ensures clients receive clear advice on wealth accumulation and protection strategies tailored to their specific circumstances.
Questions
What areas do you serve?
We primarily serve clients across London and the Home Counties from our Windsor-based practice.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
What financial planning services do you offer?
We provide investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth planning tailored to individual client needs.
How are investment decisions made?
We create personalised investment strategies based on individual risk tolerance, financial goals, and market conditions, with regular portfolio reviews to ensure ongoing alignment with client objectives.
Can I get independent pension advice?
Yes, we specialise in comprehensive pension planning, including consolidating existing provisions and creating tax-efficient retirement income strategies.
