Structured Financial Planning
SBP works closely with Structured Financial Planning Ltd, a group of independent financial advisers offering impartial advice to individuals and businesses.
SFP provides general reviews and strategy planning, savings and investment advice and inheritance tax planning, among other financial services to benefit any client.
All advisers at SFP are well-qualified and can help review your investments and financial requirements on a regular basis. Based in Banff, SFP advisers also have access to Aberdeen, Fraserburgh and Peterhead to provide excellent service throughout the north-east.
Richard Evans serves as Director of Structured Financial Planning and is a well-qualified and experienced adviser. Richard has over 14 years experience of providing financial advice. He has a degree in Economics from Aberdeen University, and holds the Advanced Financial Planning Certificate, including the Advanced Pensions, Taxation and Trusts, and Financial Planning papers.
To learn more about the services Structured Financial Planning offers, visit the SFP website.
SPB works closely with Focus Financial, who provide face to face advice from a “Best of Breed” panel of leading investment and insurance companies.
The team are based in SBP's Peterhead and Aberdeen office, as well as meeting clients in their homes or business premises.
Focus Financial works with a wide range of clients in all areas of financial planning – FOCUSing on mortgage advice from the whole of the mortgage market, as well tailored investment and insurance advice.
Neil Shelton is the director of Focus Financial. Neil has over 25 years experience in financial services, advising both individuals and business clients to achieve their respective goals in a tax efficient and easily understood manner.