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Financial Planning

The most important element for any strategy, especially the goal of financial independence, is the successful planning that goes into the initial design and the ongoing maintenance of the plan, ensuring you achieve the financial success you desire.

Read our useful guide on Financial Planning:

The key stages of financial planning

Financial planning isn’t just reserved for the especially wealthy. All of us want to make the most of our money. Whether it’s starting to save for or take retirement or investing to provide for our children’s education, financial planning can help everyone across their lives.

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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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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