It is never too early or too late to start preparing for retirement, which is why we always encourage clients to review their existing pension plans, if any.

At SPF, we provide expert advice on Retirement Annuity Trust Schemes (RATS). We offer the ability to act as financial advisers for RATS, Multi-Member Schemes or Self-Administered Schemes, and we use investment managers approved by SPF’s investment committee to manage our clients’ pension funds. Therefore, our clients can be assured that an investment professional is managing their pension money on a daily basis.

To find out more about Financial Planning from SPF, please contact us today:

Advisers

Cheryl Philp

Director

T: 01481 715234 | E: cphilp@spf.gg

Cheryl Philp

Director

Cheryl joined SPF as Director in 2018. A Chartered Member of the Securities Institute, Cheryl has over 25 years working in investments and is familiar with both private clients and corporate structure business. With a strong attention to detail and desire to listen, Cheryl always puts the client first, whilst endeavouring to help them achieve their financial goals.

T: 01481 715234 | E: cphilp@spf.gg

Testimonials