Our vision
We make advice simple, accessible and affordable to more people, while creating a positive impact on our colleagues and communities.
We want to make financial advice
Simple
We strive to take the complexity out of financial advice and make things easier for you to understand, so you can make informed choices.
Accessible
We want to create a society where everyone understands the value of a financial plan. Our goal is to give more advice to more people.
Affordable
We want to remain competitive and keep our fees low, so you get more out of your investments and spend less on fees.
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.
We change lives
The power of advice: stories from our clients
Preparing for the unexpected
“Shortly before I was to present my financial plan to them, the husband was unexpectedly made redundant.”
You never know what’s around the corner but having a plan can help prepare you for whatever comes your way.
Matt Jones, a Personal Wealth Adviser in Cardiff, tells us how taking time to understand his client's situation and needs allowed him to provide financial advice that provided huge relief during a difficult time.
A trust for the grandchildren
“The financial gain for their grandchildren was the equivalent of around two years’ worth of the grandparents’ combined salaries.”
As a grandparent, it’s natural to want to support your grandchildren in any way you can - whether it’s paying university fees or helping them take that first step onto the housing ladder.
John Winterbottom, a Personal Wealth Adviser in Manchester, explains how he advised two of his clients to create a trust to provide much needed funds for their grandchildren while reducing their own inheritance tax liability.
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