Your supportive financial adviser

Established in 2004 and still serving many clients who have been with us since day one, SN Financial presents a 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.

Meet the Team

Proudly supporting our clients since 2004. SN Financial is a trusted financial adviser for individuals, couples, families and businesses across Worcestershire and Kent.

Our Management Team

Stuart Neale Pensions adviser
Stuart Neale
Managing Director – DipPFS Certs CII (MP & ER)
Samantha Neale
Justin Neale profile head shot
Justin Neale
Director of Business Operations and Compliance
Astra Birch
Business Development Manager
Cristina Preda
Customer Support Manager
Kay Fox Joyce
Marketing Manager

Our Advisers

Jack Jones profile image group life cover adviser
Jack Jones
Independent Financial Adviser – DipPFS
Lelan Spence Adviser Sevenoaks office
Lelan Spence
Independent Financial Adviser – DipPFS
Zoe Longbottom profile mortgage adviser protection adviser
Zoe Longbottom
Mortgage and Protection Adviser Cert CII (MP)

Our Customer Support Team

Linda Evans profile image
Linda Evans
Customer Support Assistant
Toby Nicholson
Trainee Paraplanner
Ansa Qureshi
Customer Support Executive
Isaac Harman Head Shot in Droitwich park
Isaac Harman
Financial Services Administrator Apprentice
Oliver Giles
Financial Services Administrator Apprentice

We’re here when you need us

We understand your financial journey is unique. Whether you’re seeking specific guidance, like securing your first mortgage, or aiming for long-term financial planning, we can help

  • Receive dedicated assistance for specific situations like mortgages or investment realignment.
  • Access our team’s knowledge and expertise to ensure a smooth and efficient process.
  • Establish a long-term partnership with us to diversify and optimise your finances over time.
  • We even offer multi-generational wealth management for families, helping maximise your estate’s financial health and legacy.

No matter your stage in life, we’re here to guide your financial journey.

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.

Droitwich Office

5 Saltway, Droitwich, Worcestershire, WR9 8LB
01905 779697

Sevenoaks Office

46 Holly Bush Lane, Sevenoaks, Kent, TN13 3TL
01732 926255