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Financial Lifestyle Planning Specialists

SBA Financial Ltd are able to act for all of their Private & Business Clients in every area of their financial planning needs, from a simple single transaction through to a diverse range of needs, and always identify with them when the time is right to involve one of their specialist professionals.

The two main areas in which they particularly specialise with their own in-house expertise, is that of Investment Portfolio Planning & Financial Lifestyle Planning. Their ability and continued success in providing clients with their own bespoke designed investment portfolio planning service, coupled with their long-term investment strategies, providing client’s with a complete portfolio review each and every quarter, makes them the envy of many other IFA firms.

This coupled with their own distinctive Lifestyle Planning Process allows SBA clients to really benefit from being able to see for themselves exactly what is needed to achieve all of their financial goals in life.

This exceptional service involves a deep understanding of every last aspect of a clients current position, as well as a detailed understanding of all of the clients hopes and aspirations for their future. We then build into the personal client plan, all of the assumptions needed for an accurate idea of how their own personalised plan will develop over the coming years. Finally we then develop with the client all of the different scenarios that could effect their planning. By taking this approach SBA clients have a very clear picture of their financial future.

For these reasons other financial advisors also seek advice from Steven and SBA Financial on how to improve their own processes.

As a general practice SBA Financial is able to really help its clients in providing help and advice across a wide range of areas and services. Whilst they specialise in the areas of Full Lifestyle Planning and Investment Portfolios, they also have access to a large number of specialists in many fields that complete the picture and service for their clients.

These range from Accountants, Solicitors, Taxation Experts and discretionary fund managers and investment Gurus such as Justin Urquhart Stewart of Seven Investment Management.

Steven has always seen it as a high priority to make and maintain such important relationships for the benefit of his clients. He knows from many years of experience in many senior management roles how vital it is that the highest standards of advice and service are maintained and to this end a considerable amount of time and funds are committed each and every year to staff training and development to ensure the continued professional development of all staff at all levels within his practice.

Steven is also an active member of an elite group of IFA professionals, from around the UK, which regularly meet to work in partnership to enhance and develop the processes that are used in each practice. This also provides the added benefit that among the group there is a vast amount of knowledge and expertise in every field of Financial Services which means that each individual practice and their clients are able to reap the benefits from the in-depth knowledge and skills of the members and their combined skills.