Wealth Management for Families, Trusts & Charities
Call Salisbury FS on 01753 889090 to book a consultation or use the online form here.
Salisbury FS is proud to be Chartered. This status recognises our dedication to providing the highest standard of advice to our clients.
We have in-house specialists that provide independent advice on investment, pension, mortgage/equity release and tax planning. Please click here for our range of services.
In the complex world of financial services, Salisbury FS prides itself on jargon-free, clear solutions for your financial planning needs. Where appropriate, we will work with your solicitor, accountant or other professionals to achieve the best outcome.
After your financial plan has been set up, if instructed by you, we will continue to work with you to help ensure your financial plan remains on track. Typically, this is through our ongoing review service, which will be tailored to your needs, ensuring you get the best from our services.
Salisbury FS provides a year-round service to its clients. You have will access to a dedicated adviser at all times, available when you need it most. During the year, we will monitor investment performance, legislative changes and we will take the opportunity to utilise valuable allowances such as pension contributions, Capital Gains and ISAs. Where we feel a change in your financial plan may be beneficial, i.e. if we foresee potential changes to tax legislation or future market volatility, we will proactively contact you, ahead of time.
“After 16 years as a client of SFS, I cannot praise Tom and his team highly enough! They are professional, efficient, empathetic and proactive when it comes to reviewing my portfolio and recommending changes that meet my long-term goals. I have total trust in SFS and have recommended the service to friends and family alike.”
K C (Investment & Retirement Planning Client)
If you would like an adviser to contact you to discuss your requirements, please complete your details, the nature of your enquiry and one of our advisers will be in touch you with shortly.
