Trusted Independent Financial Advice

Wealth Management for Families, Trusts & Charities

Call Salisbury FS on 01753 889090 to book a consultation or use the online form here.

Logo: Chartered Financial Partners

Salisbury FS is proud to be Chartered. This status recognises our dedication to providing the highest standard of advice to our clients.

Experts in investments and financial planning

For nearly 40 years, Salisbury FS has navigated clients through challenging markets and fiscal changes, continually reappraising our strategies to ensure they remain appropriate.

Proactive not reactive

Salisbury FS takes a proactive approach to your financial planning, looking ahead for potential changes to legislation and market outlook and taking pre-emptive action when required.

Longevity – for today, tomorrow and your future

Our long-standing history provides stability and expertise. We are committed to supporting you throughout your life, ensuring your financial goals are met with trusted guidance and consistent care.

Service that goes above and beyond

Our ongoing services are tailored to meet your individual needs. Whether you are building your financial future or enjoying retirement, Salisbury FS is there every step of the way.

Salisbury FS – A firm that delivers for its 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)

Meet the SFS Team
 

A comprehensive approach with exceptional client service

Explore how our process delivers comprehensive, tailored advice to clients and how our ongoing service is designed to go above and beyond.

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Start your journey today…

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