S4 Financial has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004.
The business was established by its co-founders, Steven Vallery and Tim McKechnie, with the support of 22 client shareholders who were eager to invest in a financial services company that would cater to their complex requirements. Since our early days, we have grown primarily through client recommendations and have built a business of which we are extremely proud.
Our early days were spent in a Regus serviced office in Frimley. In May 2017, we were lucky enough to move to our current offices, located in a beautifully converted barn in the charming village of Hartley Wintney, Hampshire. Today, we work with affluent clients residing in the village, the local area and beyond.
From day one, we knew that we wanted to embrace the rapid digitisation that has swept through the industry over the past decades. The growth of financial technology presented opportunities to streamline our processes and deliver better outcomes for clients.
Cashflow modelling, a scientific and data-driven approach to financial planning, has always been at the core of our approach. It helps our clients understand what they need to do to get to where they want to be, based on accurate data and carefully calculated assumptions about the future.
Starting out on a not-quite-so high tech Excel spreadsheet, we now use CashCalc, a sophisticated financial planning tool that is widely used by professionals across the industry.
In our decades of working with high-net-worth and affluent individuals, we have developed an in-depth understanding of the full range and complexity of their wealth management needs.
Whether you are looking to build your wealth for a prosperous future or are assessing your retirement options, our team of experts can design a bespoke financial plan that meets your exact needs. Our ultimate aim for our clients is to help them achieve true financial independence, giving them the freedom to explore what they really want from life, liberated from financial constraints.
Please get in touch today to start planning a comfortable financial future for you and your loved ones.
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.
© 2024. S4 Financial. All rights reserved.
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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
