Your supportive financial adviser
Established in 2004 and still serving many clients who have been with us since day one, SN Financial presents a large team of experienced, proactive and passionate financial advisers.
Our role is to help you make the right decisions based on your circumstances and goals, which can range from small yet important life events to truly ambitious retirement plans. Everyone has different aims for the present and aspirations for the future, so we listen to your needs and create a fully tailored strategy that will enable you to get more out of life.
We’re here when you need us
Some of our clients require help with a single issue, such as getting their first mortgage or realigning their investments to suit specific financial objectives. If this applies to you, we guarantee that you will receive our full commitment and access to a wealth of knowledge, ensuring that everything progresses quickly and smoothly.
We also have many clients who come to us regularly, as we can offer a long-term service that helps to diversify and optimise your finances as you progress through life. This often includes working with multiple members of a family to maximise the financial health of an estate and its financial legacy, which is an ongoing service that we’re very proud to offer to people from all walks of life.
Where to find us
Our headquarters are based in the centre of Droitwich Spa and easily accessible from the M5. This convenient location allows us to support clients from Bromsgrove, Kidderminster, Redditch and Worcester, as well as the surrounding areas.
As our company grew, we opened another office just off the M25 in Sevenoaks. Many of our South East clients live in Tonbridge, Paddock Wood, Tunbridge Wells and Westerham, making SN Financial the go-to financial adviser for people across Kent as well as Worcestershire.