Efficient, knowledgeable service
Sunley Financial was set up and is run by Julian Sunley, a Financial Adviser for fifteen years, with eleven of these in the Independent sector.
Sunley Financial is proud of its friendly and efficient service, without the use of jargon, and offers a choice of payment by fees (based on an hourly rate) for all services.
Julian is qualified to the higher ‘Diploma’ level of industry qualification, designated ‘DipPFS’. Of course it is the application of knowledge which is most important but increasingly formal training and examinations are being used as a measure of professionalism in financial services.
Advice for individuals, couples and families
An initial meeting to discuss your needs and a follow up summary letter, detailing areas where advice may be beneficial, are offered without charge. Likely costs, should you wish to proceed further, will be indicated. For clients wanting regular fee-based reviews, a ‘Monthly Time Purchase’ service via Standing Order is offered to spread the cost throughout the year. Sunley Financial operates on a ‘no pressure’ basis and will not pester you to ‘buy products’. You will only be contacted if you have given your permission.
Independent advice is offered in most areas of financial planning, with the exception of arranging mortgages. However, Sunley Financial can refer you to independent professional partners who specialise in this field.
Typical areas of advice covered include:
- Financial protection (life, critical illness, income)
- Savings and investments
- Retirement planning and income options
- Inheritance tax planning, and the use of Trusts.
- Tax efficiency, aiming to minimise the amount of your wealth that goes to HM Revenue & Customs
Group advice
Based on previous experience with corporate clients, group seminars for employees can be arranged covering:
- Pre-Retirement
- Financial Awareness (tax, savings, pensions, future planning)
- Bespoke benefits packages covering, for example, your own company’s pension plans and/or share option schemes
- Redundancy counselling
Sessions can be tailored to individual needs and are conducted on a fee basis. Please call Sunley Financial to discuss your requirements, whether you are an employee wishing to encourage your employer to offer group advice or an employer or human resources professional who wants to investigate offering this to your staff.
One-to-one Financial Planning ‘Surgery’ sessions can also be arranged on your premises, whether as a follow-up to a group session or in isolation.
SOME OF THE ABOVE PRODUCTS/SERVICES ARE NOT OR MAY NOT BE REGULATED BY THE FINANCIAL SERVICES AUTHORITY
If you would like more information, please complete the form below and we will aim to contact you within 2 working days.
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Contact Us
Whether you are an individual or an employer, If you would like to discuss any of these services further or arrange an initial, no-obligation meeting, please phone, e-mail, write or complete the form below. If relevant, please indicate your preferred times for a reply by phone.
Telephone
0118 981 2701
Mobile
07525 738512 (Julian Sunley)
info@sunleyfinancial.co.uk
Mailing Address
Sunley Financial,
28 Huntsmoor Road,
Tadley,
Hampshire,
RG26 4DQ
Sunley Financial is an Appointed Representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Services Authority.