Offices in
Warwickshire & Leicestershire
Services >
Investments and Pensions
SFB Wealth Management provides:-
- Insurance and investment products across a wide spectrum of commerce and industry
- A whole range of top quality products for the private individual – so we will source the right product for you, rather than selling you the products we have
We have always prided ourselves in our commitment to personal advice and, this will continue with the added experience of our SFB Wealth Advisor, who works at the SFB offices, as part of the SFB team.
Please contact us if you require advice on:-
- ISAs
- Individual corporate and stakeholder pensions
- Employee benefit schemes
- Investment bonds
- Inheritance tax planning
- Investment portfolio management
- Family protection
- Director and partnership protection
- Retirement Planning
We would be delighted to arrange an appointment with you, please call 024 7638 4171
