t: 01782 712233

Our Philosophy

It begins and ends with you, who you are – and what you want to achieve.

And we’re all different. So even if the goal for most of us is financial independence, the routes we take – and what we do when we get there – will vary in every case.

Our job is to plot the course that’s right for you.

But you won’t be travelling on your own, because as well as being financial planners, we’re also wealth managers; so we’ll manage and monitor your investments to help you keep on target. We also provide independent advice – which is unbiased and unrestricted.

And don’t just take our word for it. Read what our clients say… Clients who in many cases have put their trust in us for decades.

Our principles and core values

All staff of SDB are committed to the following:

  • To act with honesty and integrity
  • To act in the best interests of each client
  • To treat others as we would wish to be treated
  • To provide a high quality, efficient and professional service
  • To ensure the FCA principle of Treating Customers (Clients) Fairly (TCF) is applied in all areas of day to day business activities
  • To be aware of and to manage conflicts of interest
  • To strive to uphold the highest personal and professional standards
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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.

Find out more

Your journey starts here

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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