S4 Financial Limited

Independent Financial Adviser  Causeway Farm, Hartley wintney, Hampshire, RG27 8PS
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Flexible mortgages
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Next home / Remortgaging
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Capital gains tax
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Estate planning
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Income tax
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Nick Cole
Financial Planning Consultant
Steven Vallery
Business Development Director
Tim McKechnie
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.

Where to find us
Head office address: Causeway Farm, Cricket Green, Hartley Wintney, Hampshire, Hook, RG27 8PS
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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