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WELCOME TO Severn Financial Ltd
Financial Advice firm located London, Cardiff and Swansea
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Call us today on 01923 601405 or email us at admin@severn.financial and we'll be pleased to help you.
Click to see what our clients are saying about us.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Savings & Investments
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
view more Mortgages
Mortgages are loans which are intended to help buyers purchase residential property.
view more Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will...
view more
The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Want to make the most of your wealth?
Contact us now to speak to one of our Financial Advisers
Don't miss this opportunity!
Severn Financial Limited is an appointed representative of Quilter Financial Services Limited who is authorised and regulated by the Financial Conduct Authority.
Severn Financial Limited is registered in England and Wales. Company Number 13863957. Registered Address: 165 - 167 High Street Rickmansworth, WD31AY.
Quilter Financial Services Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703.
The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited 06/11/2024.
