Round up of the year 2023


End of year message from our Managing Director, Stuart Neale

It is fast approaching the end of 2023 in what has been a challenging marketplace.  We have welcomed a host of new customers as well as keeping in touch with our valued customers to ensure their financial needs are met.  I would like to thank each and every one; we value and appreciate your custom.

Customers have been faced with many challenges this year, the continued turmoil in global stock markets affecting investment and pension portfolios plus mortgage holders experiencing sharp rises in interest rates and changes to household budgets.

These market conditions show how important it is to have experienced, trusted advisers on your side, to help achieve your goals and reduce financial anxiety.  We have enjoyed rising to the challenge and providing our mortgage, protection, and financial planning services across the Midlands and Southeast.  I would like to thank our advisers, Customer Support team, and managers for their dedication and commitment to the company, always striving to provide the best outcomes for our clients.

The new year ahead is one of celebration for our 20th year anniversary in March. We will reveal our new look brand and website, bringing a fresh palette as well as improved design to ensure a great experience for our customers. We will also be getting involved with our long term charity partners, to raise funds for the causes that we are all connected to, and are passionate about. Four of our keen runners will take part in the Birmingham half marathon in May 2024. 20 years has flown by, and from a small family business we are now 17 strong with two office locations and a thriving pipeline of apprentices coming through to strengthen and grow our team to keep SN Financial at the heart of the communities we are part of.

On behalf of SN Financial, I wish all our clients, suppliers, providers, and staff a happy and healthy Christmas, and a prosperous new year.

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