• About Us
• Services
• Lifestyle Planning
• Mortgages
• Pensions
• Savings & investments
• IHT & Wills
• Regulated
• Non Regulated
• IFAs
• Solicitors
• Accountants
• The Team
• Seminars
• Events
• News & Media Centre
• Downloads
• Contact Us

Savings and investments

“Saving & Investing for your future wealth, without taking unnecessary risks” – The SBA Philosophy

Telling people the truth about money – what does it mean?

It may not be very exciting, but depending on your individual financial situation and attitude to risk, sometimes, the best place for your money, may well be a bank, building society or guaranteed National Savings Investments.

SBA Financial is a completely independent financial planning practise, so we are not interested in selling products for commissions. Our job is to work with clients to assess their needs, attitude to risk and develop an Investment Strategy that is right for them.

Getting the key elements of Investment Planning right can increase your wealth by thousands of pounds. Of course, getting it wrong can cost you thousands of pounds!

At an Initial Consultation, our advisors will establish with you:

• What Savings and Investments do you have now?
• Do your Savings and Investments meet your needs and attitude to risk?
• Are you taking unnecessary risks with your wealth?
• Are you happy with the performance of your Investments?
• Do your current Investments use an Advanced Investment Portfolio Strategy?
• Are you maximising your Tax Allowances?
• What goals and objectives do you have for your Savings and Investments?
• Are your Savings and Investments on track to meet your goals?
• What alternative Investment Opportunities are available to you?

To book your free Initial Consultation please call us on 02392 325720 or use the Contact Form.