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| Welcome to S4 Financial

For 20 years, we have supported clients in Hartley Wintney and the surrounding areas with bespoke financial solutions designed to meet their unique objectives.

 

Please feel free to browse this page to find out more about our services and why we are perfectly placed to help you manage your wealth and investments for a prosperous future.

 

Should you wish to receive regular, topical updates from us covering a range of financial topics, please sign up to our newsletter via the form opposite.

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| Bespoke financial solutions for you and your family

We support our local clients with the financial advice and bespoke planning support they need to meet the individual goals they have for themselves and their family. Whether you’re at the beginning of your career journey and looking to accumulate your wealth, or looking forward to a comfortable retirement, we’re here at every life stage to ensure your wealth is always working to support your objectives.

Tailored planning for your business

Whilst many of our clients are employed, others are business owners who have built their wealth through entrepreneurship. As business owners ourselves, we fully understand the hard work and dedication it takes to build a successful business – so it is little wonder that business owners struggle to find time to properly plan their business and personal finances. That is why S4 Financial is here.

A process centred on cashflow modelling

Everything we do is led by cashflow modelling, a data-driven, scientific approach to financial planning that uses historic and currently available data about our clients’ financial situation to predict future outcomes according to a wide range of different scenarios. It can help bring certainty to financial decisions such as:

 

  • Whether you can afford to gift money to your children, for example, to buy a property
  • Whether your current pension contributions will deliver your desired income in retirement
  • Whether you are taking on enough investment risk to deliver your desired returns
  • Whether you can afford to retire at a certain age.

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