Investments
The experienced and trusted advisers here at SN Financial can help you to choose the right types of investments to suit your budget, circumstances and future goals.
Offering flexibility, potentially high returns and multiple tax benefits, Stocks and Shares ISAs are becoming an increasingly popular type of investment route with our clients. Whether you’re entirely new to Stocks and Shares ISAs or require expert advice on how to strengthen your investment portfolio, our financial advisers are here to provide tailored guidance
Whilst earning, saving and investing are all important parts of a healthy financial portfolio, it’s also crucial that you plan ahead and have a strong strategy in place for after you die. By choosing SN Financial for inheritance and legacy planning, you gain an experienced and proactive financial adviser who has your best interests at heart and remains dedicated to helping you and your loved ones achieve your aspirations.
A Centralised Investment Proposition is an investment solution that is tailored to your specific individual Attitude to Investment Risk and Capacity for Loss. We have five different portfolios to select from, along with a further five specialist approaches focusing on “Responsible” investments with strict environmental, sustainable and governance requirements at heart. All of our Centralised Investment Propositions and “Responsible” investment solutions can be utilised in a blended approach to deliver a bespoke solution.
