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...
The prospect of being a first time buyer in a very unsteady market is really frightful.
Zoe has taken me from knowing absolutely nothing about purchasing a home to now, being sat in my own home, feeling accomplished.
Zoe has kept in constant communication with me throughout the whole process through the use of the cool SN Financial portal, being fair and transparent, making sure I’m fully up to date with all of the information I need to move forward, including recommendations for specific products and services that I need.
I highly recommend Zoe if you’re applying for or renewing your mortgage, she will find you the best deal.
John Taylor
Highly recommend Stuart and Jack re: pensions management. Friendly, trustworthy and professional, they work hard to understand client’s needs to ensure they provide the right advice. Really pleased I turned to this company to make sense of and manage my retirement options.
Farida
I have been a customer with Jack for a number of years now and have always been pleased with my service. Recently we used mortgage advice service and dealt with Zoe. Zoe was extremely helpful and provided excellent advice when a problem arose in the process. Very pleased
Liam Jones
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
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
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.