Severn Financial Services

Severn Financial Services is a leading independent financial advisory firm based in Bridgnorth, Shropshire, with offices serving clients throughout the West Midlands and beyond. We provide expert, unbiased financial advice to individuals seeking to create, enhance, and protect their wealth. Our team of experienced advisors offers a wide range of financial planning services, including investments, tax planning, pensions and retirement planning, divorce planning, and inheritance planning.

Our Philosophy

At Severn Financial Services, we believe in simplicity, transparency, consistency, uniformity, and clarity. We help our clients focus on what's important and urgent, providing clear and value-for-money services that they can rely on. Our approach is centered around our clients' needs, and we adopt best practices to ensure that our clients receive the highest level of service.

Our Services

Our team is committed to assisting clients in building and managing their wealth with their overall objectives in mind. We review each client's strategy on an ongoing basis, evaluating potential adjustments in response to changes in legislation or the client's circumstances. Our services include:

• Financial planning
• Investments
• Pensions and retirement planning
• Tax planning
• Divorce planning
• Inheritance planning
• Protection

Our Approach

By working in partnership with our clients and their professional advisers, we gain a detailed understanding of their current situation, objectives, and attitude to risk. This allows us to structure the right financial solutions to achieve their financial goals. Our financial planning process consists of several steps, including establishing and defining our working relationship, gathering client data, analysing and evaluating financial status, and developing and presenting financial planning recommendations and/or alternatives.

Our Commitment

At Severn Financial Services, we are committed to providing our clients with independent, impartial advice that is tailored to their individual needs and circumstances. We believe that our clients' interests should always come first, and we strive to build long-term relationships based on trust, expertise, and exceptional service.