Sunley Financial was established in May 2008 by Julian Sunley, a Financial Adviser since 1997 and an IFA (Independent Financial Adviser) since 2001.
Having chosen from the oustset to use an external support Network to maximise client facing time, Sunley Financial changed its Network to Best Practice in 2012 in order to ensure fully independent advice can continue to be offered following a more stringent regulatory definition commencing in 2013.
Julian believes full independence is key to demonstrating that his clients are at the centre of Sunley Financial's proposition and he will 'choose not to sit in the comfy chair' even if this means additional work or business operating costs.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 28 Huntsmoor Road, Tadley, RG26 4DQ
0118 981 2701
Business Name
Sunley Financial
Services Offered
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