Salisbury Financial Services

Our Commitment

Salisbury Financial Services Limited (SFS) has been established for over 30 years, providing independent financial advice to individuals and businesses in the UK and beyond. We take pride in offering jargon-free, tailored solutions that empower our clients to achieve their financial goals and navigate the complexities of financial planning.

Our Values

Our core values underpin everything we do:

• Independence: We are free from the constraints of large institutions, allowing us to provide unbiased and objective advice.
• Integrity: We adhere to the highest ethical standards, prioritizing client confidentiality and trust.
• Expertise: Our experienced team of specialists possess extensive knowledge and skills across investments, pensions, mortgages, and other financial matters.
• Personalized approach: We dedicate time to understanding your unique circumstances and goals to create a tailored plan.

1. Personal Advice

• Investment planning and portfolio management
• Pension planning and inheritance guidance
• Mortgage advice and remortgaging solutions
• Insurance review and risk mitigation strategies

2. Business Advice

• Group pension scheme consulting
• Employee financial planning and reward strategies
• Business succession and continuity planning

3. Comprehensive Solutions

• Care home fees planning to alleviate the financial burden associated with long-term care
• Specialist support for divorce and pension sharing situations

Our Approach

We believe in open and honest communication, working alongside you to establish clear goals and track progress. We regularly review and adjust your financial plan to ensure it remains relevant and responsive to your evolving needs and circumstances.

Why Choose SFS?

With over three decades of experience, we have become trusted advisors for individuals and businesses throughout the UK. Our dedication to independence, personalized service, and building lasting relationships has earned us a reputation for excellence in the field of financial planning.