2nd Floor, 69 High Street, Rayleigh, Essex, SS6 7EJMake an enquiry
SP Financial Management are Independent Financial Advisers who provide advice to private individuals, business owners, trustees, companies, and charities.
SP Financial Management has attained the Chartered Insurance Institute’s gold standard of Chartered Financial Planners status. All our advisers are committed to continuing their professional education and knowledge. SP Financial Management subscribes to the Core Values and Business Practices of the Chartered Insurance Institute and is governed by a Code of Ethics.
At SP Financial Management we wear three hats; Lifestyle Financial Planner, Financial Planner and Independent Financial Adviser.
As your Lifestyle Financial Planner we identify where you are now, where you want to be and how to get there.
As your Financial Planner we identify the resources available to you now and those that will become available, to help you satisfy the needs of your life plan.
As your Independent Financial Adviser we identify if your needs can be met by a financial product. If so, we match the right product for your circumstances.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.