Client Portal
S4 Financial

Download our client portal app from:

app store google play

01276 34932 [email protected]

Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That's where S4 Financial Ltd can help.

We are independent financial advisers, which means our duty is solely to you – our client.

S4 Financial Ltd are based in Hampshire and have been established since 2004. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

About S4 Financial Limited

S4 Financial Ltd is a firm of independent financial advisers specialising in providing advice on Wealth Management, investments, retirement planning, managing risk, tax efficiency, estate planning and Cash Flow modelling.

We’ve been helping clients navigate complex financial markets since 2004 when Steven Vallery and Tim McKechnie first conceived the idea of building a business with the support of 22 client shareholders to help establish a company designed to suit their requirements. From those very early days, we have grown primarily through client recommendations.

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Your Complete Guide
to Investing For Your Future

S4 Financial Ltd provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

To download Your Complete Guide to Investing For Your Future, simply click on the button below.

Download Guide

Retirement Planning

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation.


The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Tax Planning

At S4 Financial Ltd, we specialise in taking into account your tax affairs as part of the financial services and solutions we provide.

Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

Download our mobile app

The S4 Financial Client Portal app is available on iphone and android so that you can keep track of your investments and message securely with our team.

app store google play

Available to UK residents age 18 and over, sole applicants only. All investments carry risk. Their value will go up and down and you may get back less than invested. No advice will be provided by this service; all decisions, and responsibilty for them, are your own.

Our app is available for existing clients only.

Community Matters -
Investing in the future

S4 Financial are proud to have become sponsors of the girl’s rugby section at Basingstoke Rugby Club S4 Financial were drawn to the club by the way coaches galvanised the players at the start of the COVID 19 pandemic to embrace the unprecedented changes.

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