Wealth management relationships are often multi-generational and the best wealth managers are equipped to handle cases with varying levels of complexity.

At SPF, we facilitate access to specialist providers in all areas of wealth management, from tax planning, trust and company administration to investment management.

Wealth management is more than just investment advice – it can encompass all parts of a person’s financial life. Rather than integrating pieces of advice and various products from a series of professionals, you can benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their or their family’s current and future needs.

The service includes sourcing service providers offering residential and commercial lending facilities to multi-currency private banking services.

 

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