t: 01782 712233

Experience

We’ve been helping people to achieve and
maintain financial independence since 1976

We’re invested in you

In an industry with a high staff turnover, we stand out by offering our clients reassuring continuity. Our chairman, Stuart Bryant, has been here from the start. Fellow director, Jo Watt, joined the profession in 1988 and the company, six years later.

Stuart and Jo are both Certified Financial PlannersTM, qualified Investment Managers and Chartered Wealth Managers.  Jo is also a Chartered Financial Planner. They are both qualified to Level 6 (the professional minimum requirement being Level 4).

They are supported by a team of highly skilled and qualified individuals, all dedicated to providing a thoroughly professional, client-centred service.

If it suits you, we can also work with other advisers you might have to ensure you receive all the help and advice you need.

And although it’s a serious subject, we want you to find being a client of ours a pleasurable experience. To relax in the knowledge that we’re taking care of you every step of the way.

But most of all, we want you to enjoy your wealth and the freedom it brings.

Meet the Team

Our professional and highly qualified team can be fully entrusted with your financial affairs backed up with Chartered accreditation.

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Chartered Financial Planners

SDB Strategic Planners Limited has achieved chartered status for financial planning which means we follow a strict and ethical code of conduct that puts the interests of our clients first.

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Your journey starts here

Get in touch today to start planning your financial future

Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside