Our vision
We make advice simple, accessible and affordable to more people, while creating a positive impact on our colleagues and communities.
How we change lives for the better
Clients...
You deserve the life you want, and our goal is to support you in achieving your goals—whether you’re growing your family, saving for your first home or planning for retirement. Our tailored financial plans provide peace of mind for you and your loved ones, so you're ready for whatever life throws at you.
Colleagues…
We believe delivering the best results for our clients starts with a happy and engaged workforce. Our priority is to create a supportive, flexible, and inclusive work environment. We're proud that a third of our team is actively involved in colleague-led groups, including initiatives focused on disability, diversity, inclusion, women in finance, and the armed forces.
Community…
We’re committed to making a real difference to the communities we live and work in. Every team member gets two Community Action Days a year to support a cause or a charity they’re passionate about. We’re also proud to support Alzheimer’s Research UK, The Brain Charity and British Heart Foundation.
The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.
Start your journey with SPW
Take the first steps to a brighter financial future today
