S4 Financial Ltd is a firm of independent financial advisers specialising in providing advice on Wealth Management, investments, retirement planning, managing risk, tax efficiency, estate planning and Cash Flow modelling. We've been helping clients navigate complex financial markets since 2004 when Steven Vallery and Tim McKechnie first conceived the idea of building a business with the support of 22 client shareholders to help establish a company designed to suit their requirements.
From those very early days, we have grown primarily through client recommendations. Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you've taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at S4 Financial Ltd our clients appreciate our ability to make the financial advice process both simple and enjoyable.
Based in Hampshire, we provide financial advice to individuals at all stages of their financial planning cycle.
From those very early days, we have grown primarily through client recommendations. Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you've taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at S4 Financial Ltd our clients appreciate our ability to make the financial advice process both simple and enjoyable.
Based in Hampshire, we provide financial advice to individuals at all stages of their financial planning cycle.
Services
Steven is a law graduate, who has over 20 years' experience in the financial services industry.
As a founding Director of S4 it has been Steven's role to drive the business forward and to develop and adapt the business to meet the ever-changing landscape of the financial services industry.
His strong connections with other industry professionals allow him access to the best opportunities for our clients.
Tim has extensive experience of financial planning for High Net Worth Individuals, celebrating 20 years in investment management in 2019.
As a founding Director of S4 it has been Steven's role to drive the business forward and to develop and adapt the business to meet the ever-changing landscape of the financial services industry.
His strong connections with other industry professionals allow him access to the best opportunities for our clients.
Tim has extensive experience of financial planning for High Net Worth Individuals, celebrating 20 years in investment management in 2019.
At S4 Financial Ltd, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices.
We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
We are not tied to any high-street bank or building society and can therefore offer truly independent advice.
We do business in a way and at a time that suits you - in other words, we remove all the hassle for you.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices.
We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
We are not tied to any high-street bank or building society and can therefore offer truly independent advice.
We do business in a way and at a time that suits you - in other words, we remove all the hassle for you.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
Since the very beginning, S4 Financial Ltd has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At S4 Financial Limited, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Since the very beginning, S4 Financial Ltd has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At S4 Financial Limited, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
During the initial free, no-obligation meeting, S4 Financial Ltd will assess your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.
You will be given details on how the firm is regulated by the FCA, the range of products we are authorised to advise on and any information we are required to give you.
The details outline the type of products the firm offers advice on, for example, savings and investments, pensions, mortgages, and protection.
You will be given details on how the firm is regulated by the FCA, the range of products we are authorised to advise on and any information we are required to give you.
The details outline the type of products the firm offers advice on, for example, savings and investments, pensions, mortgages, and protection.
At S4 Financial Ltd, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.
S4 Financial Ltd is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace - not ours.
After all, it takes time to develop a trust-based relationship.
S4 Financial Ltd is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace - not ours.
After all, it takes time to develop a trust-based relationship.
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