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...
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
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
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
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
I couldn’t be happier with the quality and value of the work done for me by SN Financial. As an older, newly single mum, others had told me I wouldn’t be able to secure a mortgage large enough to keep my home and I came to SN purely to find out what I could afford instead. The wonderful Zoe worked with me on my finances and a found me a mortgage sufficient to buy out my ex and keep my kids in their home, where so called specialist in this field had failed!
Zoe and Ansa supported me through every step of the process, answering my stupid questions. They explained the things I didn’t understand, helped me make clever choices and seemed to have vested human interest in my case. Above and beyond service.
Heather A
Me and my partner are first time buyers in a bit of a rush due to pregnancy, Zoe and the rest of the team at SN financial have been nothing but amazing! They are super supportive and are willing to teach anything you don’t know (which was everything to us) any questions or issues we had were answered straight away and thanks to them, we got a bit of a rush put through on the house and are now in with 5 weeks to spare before little one arrives.
Couldn’t recommend enough!
Chloe Seers
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.
