Privacy & Legal Disclosures

The material in this website is for general information only and does not constitute advice or a recommendation to invest.  Professional advice should be sought before making investment decisions.

Information is based on our current understanding of HMRC’s rules and legislation, which will change from time to time.

Whilst all reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through this site, SDB Strategic Planners Limited does not accept responsibility for any direct or indirect or consequential loss and shall not be held liable for any damages arising from the use of any information contained in this site or any actions taken as a result of using this site.   The information may be amended at any time by SDB Strategic Planners Limited without notice.

This website, and all matters arising from it, shall be governed by and in accordance with English law.


You may access and download the contents of the pages on this site on a temporary basis and for the sole purpose of viewing information.  However, you may not permanently copy or reproduce any part of the contents of the pages on this website without our prior written permission, nor may you display the contents of any of this website in a frame surrounded by other material not originated by us.

Links to Third Parties

Any links provided by this website are for convenience only and we do not endorse or approve the content of any third party site, nor will we have any liability in connection with any of them.

Risk Warnings

Past performance is no guide or guarantee of future performance.  The value of investments, and income therefrom, may fall as well as rise and an investor may not get back the original amount invested.

Privacy Policy

We are committed to protecting your privacy and we take our responsibilities regarding the security of information seriously.

We will record personal details you provide to us so we can respond to your request for us to make contact with you or provide you with information.  We may use this data to provide you with further information about wealth management issues and our services, which we believe will be of interest to you.  You can elect not to receive this information.  You can also ask us to correct or remove details that we hold, which you think are inaccurate.  We will not pass on your personal details to any third parties for marketing purposes.

SDB Strategic Planners Limited is a Data Controller under the Data Protection Act.  Any queries should be addressed to the Data Protection Officer at the firm’s registered office.

Our full Privacy Policy can be found 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