Bespoke financial planning solutions centred on cashflow modelling
We are a boutique wealth management firm based in the beautiful village of Hartley Wintney, Hampshire. Established in 2004, we offer bespoke wealth management solutions with a strong focus on cashflow modelling to affluent and high-net-worth clients in our local community and surrounding areas and beyond.
Affluent and high-net-worth covers a range of people from those who are comfortably off and can afford to save money every month, through to people who – in addition to their home – have considerable investable assets.
When it comes to your wealth, we understand that certainty is key. That is why we believe in providing our clients with the data they need to make key financial decisions about their wealth with confidence. Our approach has cashflow modelling at its heart, so that you understand what you need to do with your money today to achieve your objectives for tomorrow.
You have worked hard to build your wealth; we are here to ensure it works just as hard for you. By working in partnership with our financial advisers, you can enjoy full peace of mind knowing that your wealth and assets are in the best possible position to support your life goals.
Whether you are looking to finance your children’s education, protect your family from financial shocks, or ensure you have a pension pot that will support your desired lifestyle in retirement, S4 Financial will be on hand with tailored advice, recommendations and solutions to help turn your dreams into reality.
The years of hard work and dedication you have put into your business means that you know it better than anyone else. You likely also know how easy it is to get so caught up in the day-to-day running of your business that there never seems to be time to think about the financial side of things.
With smart financial planning, your business can not only provide you with an income; it can also be used to mitigate your tax liability, fund your ideal retirement, protect your family’s lifestyle and provide a lasting legacy for future generations.
Cashflow modelling is a scientific approach to financial planning that uses data about your current financial situation to forecast what your future finances might look like according to a range of scenarios.
Together with your financial adviser, a cashflow model will enable you to make key decisions based on realistic future scenarios and identify and plan for future financial challenges before they become a reality.
Should you wish to book a consultation with an adviser to see how we can help you grow, maintain and preserve your wealth for a prosperous future, please do get in touch.
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Unit A, Causeway Farm
Cricket Green
Hartley Wintney
Hampshire
RG27 8PS
S4 Financial Ltd is an Independent Financial Advisory firm, authorised and regulated by the Financial Conduct Authority and can be found on the FCA register (www.fca.gov.uk/register/) under reference 401372. Registered office address: Unit A, Causeway Farm, Cricket Green, Hartley Wintney, Hampshire RG27 8PS. Registered in England, Company No: 05089919. VAT Registration no. GB 844 5062 31.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate cashflow modelling, tax planning, will writing, or trusts.
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Join our subscriber community for our latest news and considered insights
Join our subscriber community for our latest news and considered insights
Join our subscriber community for our latest news and considered insights
