Financial Advice

Achieve your financial goals with expert advice

Most people have a vision of how they would like to live their lives and what they do with extra money.

The challenge centres on translating those dreams into financially achievable goals.

Through our relationship with SGD Financial Services Limited, we are able to offer ongoing financial advice to bring your goals into reach.

Achieve your financial goals with expert advice

Most people have a vision of how they would like to live their lives and what they do with extra money.

The challenge centres on translating those dreams into financially achievable goals.

Through our relationship with SGD Financial Services Limited, we are able to offer ongoing financial advice to bring your goals into reach.

For financial support tailored to you, get in touch with our team today!

Unique advice for unique situations

A vast amount of financial advice is freely available online and across society, with truisms of ‘spend less, save more’ being the default view for many.

However, such reductive advice does not get to the heart of an individual’s circumstances nor does it capture what they are hoping to achieve.

Only by working with an expert who takes the time to assess your financial position and gain a clear understanding of your objectives can you receive truly valuable financial advice.

For some, financial advice will see them achieve the modest goal of having a rainy-day fund that can be utilised in the event of a crisis.

Other people may want their money to pave the way for an incredible retirement that celebrates a life well lived.

We can work with you to find out your goals, your current situation and the best way to connect the two.

Future-ready financial advice
with SGD

Financial markets, legislation and personal circumstances can all change quickly.

This means that financial advice has to be accessible and adaptable to ensure that it does not become outdated.

The best financial advice is understandable, so we ensure that we keep the technical terminology to a minimum and provide clear explanations of the most effective approach.

SGD Financial Services Limited are able to offer advice on:

  • Retirement and pension planning
  • Investment planning
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trusts (VCT)
  • Trust-based financial planning
  • Inheritance Tax Planning
  • Life protection
  • Income protection
  • Group life cover
  • Mortgages

For financial advice that empowers you to make the most of your money, speak to our team today.

Meet the Experts

Richard Tubey

Partner

View details

Testimonials

We have been with SGD for just over 10 years professionally and over 30 years as a family. These stats alone should speak volumes. We continue to experience a level of service and professionalism usually only associated with far larger Firms. With SGD, customers retain their name and do not merely become an account number that gets lost between the cracks – as happens with so many other Accountancy Firms. SGD retains talent which gives total peace of mind as a customer; SGD has expertise in everything you need. We would highly recommend them.

Paul Humphreys

We have worked with Spencer Gardner Dickins for many years, and our experience has been consistently excellent. The team is highly professional, reliable and responsive, while always maintaining a genuinely personal and appreciative approach. Their advice is pragmatic, well considered and delivered with a clear understanding of our business.

We greatly value the long-standing relationship and would have no hesitation in recommending Spencer Gardner Dickins.

Cornelius

SGD have been fantastic at advising our business through a phase of rapid growth. Demsey, Charles, Becky and the rest of the team have been supportive, responsive and diligent. We would not hesitate to recommend.

Kieran Shipley

I’ve been using Spencer Gardner Dickins for the past 13 years and have always been extremely pleased with the service they’ve provided. The team is professional, knowledgeable, and highly responsive, giving me complete confidence that my accounts and tax affairs are in safe hands. They have continually delivered an excellent level of service and have built a relationship based on trust and reliability.

Elizabeth Nixon

My organisation has been connected with SGD for well over a decade. Their service has always been of the highest quality and professionalism. I thoroughly recommend their services to any other businesses looking for an accountancy firm to act for them. Thank you!

Brian Trott

Would highly recommend, the advice and support navigating complex systems has made this process much easier. Thank you to Ryan for your quick responses and patience.

Harmony

SGD have really helped with consolidating my finances, highly recommend to anyone self employed looking to offload that added stress that comes with it.

Sean Paton

Been a client of theirs for a few years now and the service has always been great. Would definitely recommend.

Joe Johnson

I have been a client of Spencer Gardner Dickins for nearly 20 years, and they have consistently delivered a first-class service. Their team is professional, highly reliable, and always proactive. If you are looking for accountants you can trust for the long term, I cannot recommend them highly

commnetuk Limited

Very customer-focused, and prioritise rapport and relationship over anything.

Martin Cadwallader

SGD have looked after our family and our various businesses for years. I don’t know what we would do without their professionalism or their kindness

Kate Bates

Very prompt and extremely helpful in all dealings

Barbara Creighton-Thomas

Speak to our team to discover a new way of handling your finances.