Regulatory Compliance

Pillar 3 & Remuneration Code Disclosures


MiFID II RTS Reports


Quality of Service

If an eligible complainant has a complaint about a financial service provided by us, the complaint should be made to the Compliance Officer, at the firm’s registered office.  We will not make a charge for dealing with a complaint.

A summary of our Complaints Handling Procedures can be found here

If an eligible complainant has a complaint about the advice provided by us or a product purchase arranged by us and we are unable to resolve the complaint to the eligible complainant’s satisfaction, the eligible complainant may refer the matter to the Financial Ombudsman Service (FOS), free of charge.

The FOS details are as follows:

Exchange Tower
London E14 9SR

Telephone number:       0800 023 4567

Further information is available on the FOS website:

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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