Our Approach

Wealth Management for Families, Trusts & Charities

As a Chartered Firm, our advisers hold some of the highest level of financial planning qualifications and together with nearly 40 years’ wealth management experience, Salisbury FS is well positioned to deliver the best outcomes for our clients.

Understanding your financial aspirations

From the first time we meet, our focus will be to understand your current financial position and explore your future aspirations.

Strategy, advice and implementation

Once we have understood your objectives, we will present a tailored strategy to help you work towards your future goals and when you are ready, we will implement your financial plan.

A service tailored to your needs

Our ongoing service aims to keep your financial plan on track. With year-round access to your adviser, we will always be available to you, when you need us.

A long-term partnership and future

Life events can often change the outlook for your financial plan. Salisbury FS is here to support you along the way, helping to ensure that whatever happens, your financial plan remains on track.

Our comprehensive process in more detail

Learn more about how we can support you, now and in your future

What you can expect

Our service begins with a comprehensive review of your existing financial arrangements and your immediate and longer-term objectives. We carefully consider your financial plan, balancing tax efficiency, quality and cost, whilst selecting investments that are appropriate to your needs.

Product providers and fund managers undergo a rigorous screening process before they can be considered an appropriate recommendation for our clients. Included within our criteria is financial strength, consistency and value for money.

Our investment committee meets regularly to re-assess our investment strategy, considering performance, value for money and market outlook. This helps ensure that that our recommended investment strategy reflects our view on current and future market outlook.

Ongoing Service

Salisbury FS offer clients a range of ongoing services, tailored to your needs.

We consider an ongoing service to be a fundamental part of your ongoing financial plan. Change is an inevitable part of life, and your financial plan needs to adapt to changing tax legislation, market outlook, geo-political events and importantly, changes in your own world. At Salisbury FS, we are proud to offer our clients direct access to their adviser all year round, so when life changes course, we can re-evaluate and adjust your financial plan as soon as possible.

“At a difficult time in my life I have greatly appreciated not only Tom Beckett's professional knowledge and technical skill but also his human understanding, patience and willingness to 'go above and beyond' in terms of effort and time in order to help me.”

SY (Pensions on Divorce)

Start your journey today…

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.

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