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

Mark Chipperfield

Head of Financial Planning

T: 01481 715234 | E: mchipperfield@spf.gg

Mark Chipperfield

Head of Financial Planning

Mark is locally born and has worked within the financial services industry for 24 years. He joined SPF Private Clients as an Associate Director in August 2013. Mark is highly qualified, and his primary areas of expertise are investments and pensions although he has a wealth of experience in all aspects of financial planning - from life assurance and children's critical illness cover to long term care and equity release.

T: 01481 715234 | E: mchipperfield@spf.gg

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