What our clients say
It is a refreshing change to be able to compliment a company in a world where it is more often then not necessary to complain. After many years SPFM are still able to offer a professional and most importantly honest service to its customers. Having recently needed to make some changes to my personal pension and retirement arrangements SPFM were able to source and provide exactly what was needed. I now have peace of mind and know that when the time comes for me to need their services again I can rely on them being there to guide me through every step of the way.
I met Tony today to discuss my mortgage and insurance. He was fantastic and explained everything on very simple terms and made it so simple.
He worked well with my self and wife and offered great options re: life insurance. He is defiantly the person I will go back to in the future, if I need any other financial advice.
Thanks to Tony for fitting in with my time schedule and helping me get everything relating to my life insurance done.
A huge thank you for the amazing service I have received from Tony and SP Financial Management.
To say my Mortgage application case was difficult is an understatement – I had various factors that made life difficult for Tony including a non-standard construction property.
Tony and the SPFM team went through all of my options in a clear concise manner and helped me make the right decision to achieve my Mortgage goals.
Once the plan of action had been decided Tony guided me through each stage of the Mortgage application process and kept me fully informed of all developments.
I would highly recommend Tony and cant thank him enough for getting my 2016 off to a great start.
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.