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  11. SN Financial Services Ltd

SN Financial Services Ltd

Independent Financial Adviser  5 Saltway, Droitwich Spa, Worcestershire, WR9 8LB
First meeting at adviser's own cost
At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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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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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Stuart Neale DipPFS
Managing Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

About us

SN Financial Services are based in Droitwich, Worcestershire and has clients throughout the UK. As Independent/whole of market financial advisers we are free to advise on financial products available from a range of quality product providers.
We combine state of art financial technology with over 25 years of financial services industry experience to research, compare, recommend and monitor the most suitable financial solutions to our clients.

Our services

We provide bespoke portfolio planning and investment risk strategies to help you build your pension and savings investments - these are monitored with our regular review service. We also assist clients with post retirement planning to include annuities and income drawdown.

We assist clients with all aspects of protection planning, life insurance, critical illness cover and long term income protection.

We assist clients including first time buyers through the mortgage and remortgage process, helping them to choose the correct mortgage deal for them.

Where to find us
Head office address: 5 Saltway, Droitwich Spa, Worcestershire, WR9 8LB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021

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