Bespoke financial services and planning
Perhaps you’re planning on purchasing your first property or would like to release equity in your current home. Maybe you’re interested in investment opportunities such as Stocks and Shares ISAs or require a pensions expert to help you plan for a rewarding retirement. Whatever you need when it comes to financial advice, look no further than the specialists at SN Financial.
Don’t just dream about a bright future, plan for it.
What do you want to achieve?
At SN Financial, we believe everyone deserves access to personalised financial guidance. That’s why our experienced and trusted advisers are here to partner with you, understand your unique goals and circumstances, and create a tailored plan that helps you achieve them.
We offer a wide range of services to help you at every stage of life:
- Mortgages: We’ll help you find the right mortgage to fit your budget and homeownership dreams.
- Investments: Grow your wealth with personalised investment strategies tailored to your risk tolerance and financial goals.
- Pensions: Secure your financial future with retirement planning advice and solutions.
- Protection: Protect yourself and your loved ones with comprehensive insurance coverage.
Financial advisory in Worcestershire and Kent
Based in Droitwich Spa, we’ve proudly supported clients of all ages since 2004. The opening of our second office in Sevenoaks allowed us to extend our bespoke financial services even further, making SN Financial a trusted financial adviser for individuals, couples, families and businesses across Worcestershire, Kent and the rest of the UK.
Droitwich Office
5 Saltway, Droitwich, Worcestershire, WR9 8LB 01905 779697
Sevenoaks Office
46 Holly Bush Lane, Sevenoaks, Kent, TN13 3TL 01732 926255
Our customers say...
Zoe was amazing from start to finish. I’d didn’t even no where to start when it come to getting a mortgage I never thought I’d even be able to buy my home but Zoe was amazing made everything so smooth.
Answered the stupid questions was VERY patient. She secured my mortgage and helped me get my first home and made my dream come true.
I would highly recommend Zoe to go above and beyond.
Lorna Parsons
Zoe at SN Financial Services is an exceptional mortgage broker who saved the day after other brokers failed us. She’s incredibly knowledgeable, dedicated, and went the extra mile to secure us the best mortgage deal. Trust her expertise and experience to make your mortgage journey a success.
Brynn Clarke
Charlie was fantastic throughout the process of getting a mortgage. Always available to chat things through and providing excellent advice. Will definitely be using Charlie and the team again!
Ben Newport
Jack Jones has been supporting me for a number of years now and I have no hesitation in recommending him personally and SN Financial as a company. Regular online or face to face meetings allow me to understand and keep track of investments and discuss the best way forward to achieve my long term goals. Sound advice is always given but I never feel pressured into doing something. Jack also supports members of my family with their private pension who have been able to take early retirement because of his sound financial advice and investment strategies for which I and they are very grateful. Do consider this company for all your financial requirements.
Daniel Sparkes
Zoe was really helpful with our house move which included porting our existing mortgage. She was very attentive, patient and understanding of our needs. Would highly recommend.
David Whittaker
We used SN Financial when our mortgage rate expired and were very pleased with the service. Charlie Nicholls was our adviser and he was incredibly diligent, constantly keeping his finger on the pulse of the market and providing us with updates. This resulted in 3 consecutive rate reductions.
Ben Lockwood
All of your documents in one place
As well as always being on hand to discuss your financial activity in person or virtually, we also provide a dynamic and interactive client portal. Here you’ll find all of your policies and plans in one convenient place, allowing you to access your documents quickly and easily from anywhere.
We’re dedicated to customer service
We understand that mortgages, investments, pensions and financial protection can seem like a bit of a minefield. That’s why we’ll sit down with you to talk through your options in no-nonsense language, find you the best deals, offer expert advice and remain by your side for as long as you need us.
