S4 Financial Limited

Independent Financial Adviser Causeway Farm, Cricket Green, Hartley Wintney, Hampshire, Hook, RG27 8PS
Response rating
7.0/10
FCA verified
17th June 2019
We can advise you on
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Wealth management
    • Flexible
    • Remortgage
    • Residential
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
Meet our advisers
adviser-person
Tim McKechnie
adviser-person
Steven Vallery
Business Development Director
adviser-person
Nick Cole
Financial Planning Consultant
Where to find us

Causeway Farm, Cricket Green, Hartley Wintney, Hampshire, Hook, RG27 8PS

Make an enquiry
About us

S4 Financial Limited has been established for 14 years and is still run and operated by the original founding partners. We now operate from our brand newly converted Barn in the beautiful village of Hartley Wintney, Hampshire with easy access from the A30 (and M3 Motorway).

We provide Wealth Management and Investment Services for individuals who are building their investment portfolio, and those who have already accumulated their wealth and need professional management or retirement planning advice. We have 3 highly trained investment and financial planning advisers and also employ a mortgage specialist who can assist clients in gaining access to the best deals on the market.

We currently manage £150 Million on behalf of 160 clients most of whom have been with us for many years.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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