Saulsbury Independent Financial Planning
artem-beliaikin-pZ3W194Ye2k-unsplash.jpg

Live your life without financial worry

 
Finances can be difficult

Finances can be difficult

Whether you’re looking to invest, preparing your pension or starting a savings plan, knowing what to do can be overwhelming. We’re here to simplify it all for you and help you take the right path to achieving your financial goals.

Success is our priority

Your success is our priority

We start by finding out about you, where you are in life and where you want to be. Then we create a personalised financial plan designed to take you there. We want you to live your life without financial worry.

Heavy lifting

We do all of the heavy lifting for you

If there’s a shift in the market, we’ll handle it. If there’s a change in the economy, we’ll deal with it. In fact, if there is any variable that affects your financial strategy, we will adapt to it.

What makes us different?

1

Less corporate, more personal

From your very first meeting with us, we’ll treat you as an individual, not a number. We’ll guide you through everything clearly, using language you understand, to give you peace of mind about your financial future.  

2

Take control of your finances wherever you are

Given the current climate, we understand that face-to-face meetings may not always be possible. We offer you an agile service that allows you to connect with us through your preferred form of digital communication.

3

Make smarter decisions for a better future 

We’ll help you to make full use of your money with independent advice. Financial planning is about more than just figures. It’s about helping you to get where you want to be, so you can enjoy life without worrying about money. 

 

How we’ve helped others

Providing a new perspective

Providing a new perspective

“James helped me look at my future finances from a new perspective. He went out of his way to accommodate me with as many meetings as were necessary and was very efficient and thorough in investigating my existing plans and overall financial situation in order to provide advice that I always felt was in my best possible interests. He is very good at explaining and demystifying things and has helped me feel reassured about my future finances.

Giving time to think

Giving time to think

“We were extremely lucky that James was available to give us his advice. He was extremely professional, there was never any urgency for us to make a decision. James was always very patient and always considerate. He also made us feel completely at ease discussing our future and what we wanted to achieve.”

Balancing risk with reward 

Balancing risk with reward 

“James listens to your priorities and goals and comes up with creative solutions to meet these aims. He is realistic and makes sure you still have money for life and emergency expenses. He also makes sure the things he suggests are in line with a level of risk that you are comfortable with.”

 

Get in touch

We’re always on hand to help.

Contact us