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Our Clients

“Some of our clients have been with us since 1976, so we must be doing something right!” Stuart Bryant, Chairman

Our clients are the lifeblood of our business.  Everything we do is designed to achieve their goals and provide them with the very highest standard of service.

They include business owners and entrepreneurs, partners of law firms and other professional practices, such as doctors and dentists.

Some of our clients have received settlements from personal injury or divorce or have inherited money.  Others are retired or approaching retirement.  A number are family members, and we’re advising several generations.

And it’s not just individuals we advise, but companies and trusts as well.

During the last few years I have enjoyed help and assistance from Stuart and the team at SDB in relation to both business planning and personal financial planning.

I have received not only exemplary advice and guidance with regard to strategic corporate matters, which have taken our business forward, but have had the opportunity to ensure these decisions blend with and compliment decisions taken regarding personal matters also, due to the holistic approach taken by SDB.

I am pleased to say, I am now looking forward to my retirement and the quality of life the planning and assistance from SDB will give me, in the knowledge their tireless work will continue on my behalf, giving my wife and myself peace of mind and the confidence to enjoy life to the full.

Warren G BuckleyManchester
Over the past 25 years, I have enjoyed assistance with both corporate and personal planning matters from Stuart and the team.

I run a very busy training practice, which has evolved over many years, and I have found their involvement, on many occasions, to be not only a solid and reliable sounding board, but also, very pro-active, which has helped me greatly in building the business and maintaining its reputation and strength in the market, through some turbulent times.

I believe I would not have progressed to the current position, both corporately and personally, without the assistance and guidance of Stuart and the team, and I look forward to many, many years of further enjoyable planning and success with them.

SMSEccleshall
Our relationship with Stuart began more than 20 years ago.  We were introduced originally by our Solicitor who, at the time, felt we needed specific corporate assistance with the business in which we were then involved.

Since then, we have received extremely proactive ‘hands on’ help from not only Stuart, but all of the team at SDB Strategic Planners Limited.

As we now move into the stage in our lives when work stresses are gone, we very much look forward to continuing to make positive progress with our planning, and to enjoy our financial independence.

We continue to believe that, without the guidance of Stuart and the team, we would not be in a position to make a number of the important decisions which are necessary to shape our future.

MC & RCStaffordshire
We have known Stuart for circa 30 years and value greatly the services SDB Strategic Planners Limited provide to us.  We have confidence in the proactive manner with which they manage our affairs, and the sensitive and flexible way in which they accommodate changes to issues such as our views on risk and planning objectives gives us peace of mind.

We are pleased our children are in the process of forming relationships with them and we can rest assured their financial futures will be well cared for.

DR & HREccleshall, Staffordshire
I have for many years lived in various European countries.  During that time, my financial needs have changed greatly and Stuart and the team at SDB Strategic Planners Limited have not only been able to help me organise and re-organise my affairs, but have also dealt with very complex tax issues which, because they are of a cross-border nature, have entailed fairly lengthy negotiations on my behalf.

I am delighted to confirm that I enjoy the security of having Stuart and the team alongside me and have been comforted by the fact they have been able to provide me with a proactive planning and investment management service, which I have found to be invaluable.

They provide an extremely “hands on”, positive and sensitive service, as well as bringing creative ideas and thoughts to the planning process which has helped achieve my personal goals.

KZSwitzerland
We have been clients of SDB Strategic Planners Limited for in excess of 20 years and, throughout that time, we can say, wholeheartedly, we have enjoyed a profitable and enjoyable relationship with the team.

SDB Strategic Planners Limited has assisted us in formulating a winning strategy to achieve financial independence, and has helped us with many challenging decisions we have had to make, relating to both personal and business matters.

We value greatly the relationship we have with SDB Strategic Planners Limited, and we would certainly recommend their services to anybody requiring a reliable, professional financial planning firm.

PH & SHMarket Drayton, Shropshire
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.

SEGSt Helens, Merseyside
I, and my family, have been clients of SDB Strategic Planners Limited for over 23 years and, I must say, I am extremely pleased with, and enormously grateful for, the service that has been provided on both our personal and business matters.  I have found this to be not only pro-active and timely, but is always specifically designed to help me solve business and personal financial opportunities as they have arisen, and given me confidence and reassurance that the way in which I am addressing these issues is logical and sensible to achieve financial security.

Stuart, Jo and their team have provided exemplary service over this long period of time, with no diminution in quality and attention to detail.  The entire relationship myself and my family have with SDB Strategic Planners Limited has been built upon trust and has proved to be extremely rewarding and value for money.

I very much look forward to continuing to work with the team at SDB Strategic Planners Limited, and I am pleased and reassured that my children are forming independent relationships with them also, to address their personal financial strategies, which is a trend I would like to think future generations of my family will follow.

NEBarlaston, Staffordshire
Thank you for the excellent service rendered by all at SDB.
GHBaldwins Gate, Staffordshire
The service provided is highly professional and provides an integrity of advice … which is exemplary.
John M Mohin OBE D. Univ FRSA Staffordshire

It is not often that I can give full marks in company surveys. However, in the case of SDB, full marks is most definitely earned. Your (all at SDB) quality of friendly communication and technical advice is outstanding.

Derek & Anne KiteCheshire
We would like to thank you and your team for your wonderfully efficient and friendly service.
AW & JWMarket Drayton, Shropshire

We always find your staff very easy to deal with – polite, proficient and helpful. In any meetings we have with you, we feel content and ‘at home’. You give us your full attention and time necessary to discuss issues and answer questions.

Gordon & Janice Holland Cheshire

I could not suggest any improvement to your present service, you do a fantastic job for us and I feel very confident in the way you carry out our requirements.

Alan & Pam PalmerStaffordshire

I was originally introduced to SDB Strategic Planners Limited by the senior partner of a very successful local law firm. I have been a client for over 10 years and value greatly the honest approach adopted by Jo, Stuart and the team. I have complete confidence in their management of my financial affairs, and I am kept well informed of the decisions made and action taken on my behalf. I am content to ‘take a back seat’ knowing that the ongoing management of my financial affairs is in their very capable hands.

KWRNewcastle-under-Lyme, Staffordshire

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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