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Wealth Management

Our unique approach to wealth creation and risk management can help you achieve financial success.

Achieving your aspirations

Our aim is to understand your goals, objectives and timeframes and being clear about what it is you want to achieve. This might be the creation of wealth for the future or to protect the wealth you have already created, not only against potential loss, but also the effects of inflation.

For most people, achieving financial independence is the ultimate goal.

Financial independence, in most cases, is not about the money at all – it is about lifestyle. The wealth you create and preserve will determine the success, or otherwise, of your lifestyle aspirations.

Lifestyle is all about getting out of life what you want, when you want it. It is a very personal issue and will often motivate you to take specific actions that will dictate how your finances need to be structured to support you throughout your lifetime.

Personal investment strategy

Being clear about your requirements will help us to understand the level of risk that needs to be taken for you to achieve the lifestyle you want, or maintain the lifestyle you have.

Armed with all this information, we will put together a bespoke investment strategy for you, which when implemented, should make the most effective use of your resources to achieve your objectives. It doesn’t, however, stop there – for any strategy to be successful, it needs to be reviewed regularly and adapted to take account of changes to circumstances and requirements.

In a nutshell, we provide an end-to-end service, focused on delivering a service that allows you to get on with your life, yet keeps you in touch and puts you in charge of the way in which strategy is developed.

We have a useful guide concerning Investment Planning:

Investment planning and asset allocation

Investment planning is now more of a science, rather than an art. Technology, ever increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?


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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Our Chartered Wealth Managers

Stuart, Jo and Andrew have been awarded Chartered Wealth Manager status which demonstrates they are continually working to the highest standards in investment management.

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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