We have no doubt that you want to deal with a Chartered Financial Planner that operates with honesty and integrity, and a firm that is focused on your needs and wants, acts with impartiality and provides you with unbiased advice. Welcome to SewellBrydenGunn (SBG), Independent Financial Planners & Investment Advisers.
We are governed by the Code of Ethics of the Chartered Insurance Institute and we are authorised and regulated by the Financial Conduct Authority for regulated financial and investment advice services.
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At SewellBrydenGunn we believe Financial Planning & Wealth Management is for everyone and anyone who is serious about creating accumulating protecting preserving and using their assets to maximise a healthy wealthy lifestyle for themselves and their family and to provide for the people and causes they care about. We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management.
Our clients are busy people from many different backgrounds and walks of life. They value our expertise and our friendly and efficient service. Our aim is to make things easy, provide great value and to give complete peace of mind.
“It’s never too early nor too late, you’re never too young nor too old, you’re never too rich nor too poor, you’re never too big and famous nor small and low profile to start planning for your financial future – just start!”
All our clients have access to advice from a Chartered Financial Planner as part of our comprehensive financial planning service. Our clients’ affairs are treated with the utmost discretion and confidentiality. As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and technical expertise. We provide independent and tailored investment advice and transaction advisory services covering securities, collective investments ISAs bonds and investment portfolios as well as specific pensions and pension transfer advice covering a wide and comprehensive range of options and opportunities depending on your situation, whether you are an individual, a business or a trust/trustee. We also provide a comprehensive and tailored IHT and Estate Financial Planning service. Additionally, we offer advice on Long Term Care fees funding as an integral part of our unique Financial Planning process.
Access to our MBA business advice and consultancy services is also available. [General business advice and consultancy services are not regulated by the Financial Conduct Authority].
You can contact us by telephone or by email.
We are a fee based firm and we offer a very special comprehensive financial planning and investment service linked to lifestyle and have been doing so for over a decade. We are located in Bagshot, nr Camberley, Surrey (Registered Principal Office) and Ascot, Berkshire (All New Enquiry and Client Meetings) – about 5 minutes drive apart and are able to offer our services to a varied range of clients in London and the South, along the M3 corridor and also throughout the United Kingdom.
Amid all the clutter and an overwhelming amount of information from various origins about all sorts of financial services, it is nice to be able to deal directly, face to face, with one adviser: One Adviser, who can advise and guide you through all your financial planning, whether you are an individual or a business.
We are professional advisers on Financial Planning, Financial Management, Financial Products, Commercial & Residential Finance, Personal and Group Pensions, Pensions Value Analysis & Advice, Individual Investments and Investment Portfolios, Wealthcare, Retirement, Long Term Care Funding, Equity Release (Lifetime Mortgages), Inheritance Tax, Trust and Estate Planning, Life Insurance and Critical Illness Cover, Income Protection and Permanent Health Insurance
We firmly believe that everyone should be able to access high quality unbiased and unrestricted financial planning and advice at a fair and reasonable cost which gives value for money.
“Clear – Helpful – Friendly – Professional – Effective – Available”
Client Meetings are held at our offices in Ascot, or by arrangement.