Chartered Wealth Managers

Working to the highest standards in
investment management

Experienced and fully qualified

Stuart, Jo and Andrew have all been awarded Chartered Wealth Manager status by the Chartered Institute for Securities & Investment (CISI).

Chartered status is the mark of an up to date, experienced and qualified industry professional.

Chartered Wealth Manager status demonstrates we are working to the highest standards in investment management and we are committed to professionalism, high standards of integrity and ethical behaviour.

We are very proud to have achieved this status and to demonstrate our continued commitment to provide you with a high quality and exemplary service.

Your future 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