Severn Financial Services

Welcome to Severn Financial Services, an independent financial advice firm dedicated to helping individuals build, manage, and protect their wealth. Based in Bridgnorth, Shropshire, we serve a wide range of clients locally, including Wolverhampton, Birmingham, Bromsgrove, Kidderminster, and throughout the West Midlands and beyond. We offer impartial financial advice on investments, tax planning, pensions and retirement planning, and much more. Our impartial approach allows us to provide pragmatic advice and deliver decisive recommendations, saving you time, money, and offering a clear, well-structured strategy.

Our Services

At Severn Financial Services, our team is committed to providing clients with exceptional financial planning services, taking a holistic approach to managing and building wealth. Our independence and broad-based knowledge enable us to offer a wide range of financial planning services, tailored to your unique circumstances. Our services include:

• Financial planning: We work closely with you to identify your financial goals and develop a comprehensive strategy to achieve them.
• Investment advice: We help you make informed decisions regarding your investments, ensuring they align with your overall objectives and risk tolerance.
• Tax planning: Our experts help you navigate complex tax regulations to ensure you make the most of your money while staying compliant.
• Retirement planning: We help you plan for a comfortable retirement, so you can enjoy your golden years with financial peace of mind.
• Pension planning: Our team can assist you in making the most of your pension savings, ensuring you're on track for a secure retirement.
• Divorce planning: We're here to support you through difficult times, providing expert guidance to navigate the complexities of financial matters during a divorce.
• Estate planning: Our experts can help you safeguard your legacy, ensuring your assets are distributed according to your wishes.
• Inheritance planning: We work with you to create a plan that transfers your wealth ethically and efficiently, minimizing taxes and administrative costs.
• Protection: We assist you in protecting your family's financial well-being in the event of unforeseen circumstances.

Our Philosophy

Our philosophy is built on five core principles that shape our approach to financial planning and wealth management, ensuring we deliver exceptional value to our clients.

• Simplicity: We help you focus on what's important and urgent.
• Transparency: Our charges are clear and provide value for money.
• Consistency: We provide services you can rely on.
• Uniformity: We adopt best practice for you across the business.
• Clarity: We avoid jargon and take an overall view of your needs, reviewing your assets accordingly.

At Severn Financial Services, we believe in building strong, long-term relationships with our clients. Our personal approach, backed by years of experience and an in-depth understanding of financial markets, sets us apart. We value integrity, trust, and professionalism in everything we do and are committed to putting your interests first.