SewellBrydenGunn
independent financial planners and investment advisers

Address: Walnut House, PO Box 337, Bagshot, Surrey. GU19 5XY. UK.
General Enquiries: 01276 – 471 083
Back Office: (0870) 745 - 0731
Fax: available if required
Visit our Web Site:www.IFAmoney.com

Contact: Neil Sewell

After you have read as much as you need to here, and if you would like to find out more, then the Next Stage is to give us a call for an initial discussion or to arrange an initial meeting when we will be happy to tell you more about us and the way we are able to work with you and to discuss your circumstances and individual requirements.

01276 – 471 083

For general contact information please visit www.IFAmoney.com

SBG & SewellBrydenGunn are trading styles of SCM Finance. We have provided a comprehensive & impartial financial planning service linked to lifestyle for many years. Clients throughout the UK. Meetings are usually held at or near our offices in Bagshot near the Surrey Berkshire and Hampshire borders or by arrangement. Our MAIN OFFICE & POSTAL address for ALL correspondence is Walnut House, PO Box 337, Bagshot, Surrey. GU19 5XY.

Also in Bournemouth, Farnham and Guildford.

We focus on Financial Planning as a starting point although we are happy to deal with specifically requested immediate requirements. From this we can identify key areas requiring immediate further attention and action by the client. At this point identified needs may include:-

• restructuring the client’s Estate in order to mitigate Inheritance Tax
• making some significant investment changes to re balance against risk
• setting up school fee plans because of the educational options ahead
• reviewing pensions including Transfers, self invested or group schemes
• raising finance to enable business or personal objectives to be met
• researching property portfolio purchasing opportunities
• making arrangements to provide for Palliative and or Long Term Care
• enabling the release of capital from the client’s main residence to fund the cost of retirement when other options have been exhausted

A list of typical services is set out below – this is not exhaustive

• Investment Portfolio Planning Design & Implementation
• Self Invested Pension Portfolios
• Investment Client Management
• Risk Analysis and Rebalancing
• Financial Asset and Debt Restructuring
• Lifestyle Financial Planning
• Life assurance and critical illness
• Business Protection (e.g. Shareholder/partnership/keyman)
• Income Protection & Private Medical Insurance
• ISA's, PEP Transfers, Unit Trusts, Investment Trusts etc
• Monthly and lump sum investments
• Ethical Investments
• School and University Fees Planning*
• All aspects of pensions including transfers and group pensions
• Retirement Planning
• MORTGAGES - Commercial Residential and Equity Release Mortgage Finance*
• General Insurance Services*
• Will Writing services*
• Estate planning including Family Office related services*
• Financial Tax & Cash Flow Planning*
• Liaising with the HMRC on behalf of clients*
• Inheritance Tax Planning*

Qualifications

Financial Planning Advisers hold the following:

• MBA – Master of Business Administration
• AFPC - Advanced Financial Planning Certificate(CII)
• G70 – Investment Portfolio Management (CII)
• G60 - Pensions (CII) (Authorised to conduct pension transfer and income drawdown advice)
• CF8 – Long Term Care (CII) (Authorised to advise on Long Term Care provision)
• APFS - Member by examination of the Personal Finance Society
• AIFP - Associate Member of the Institute of Financial Planning

Our Mission

Is to cosset our clients and cost effectively maximise the growth of their wealth

Our Services

Our work falls into two broad categories:

Investment Services

We have wide experience in dealing with large and medium size investment portfolios and have a structured approach to setting up, reviewing and monitoring investment and pension portfolios. We use an independent research agency to assist with our investment recommendations and have particular expertise regarding ethical funds. We place great emphasis on asset allocation at outset and on an ongoing basis.

Financial Planning Services

Our objective is to help people meet their financial goals and objectives, and by working on a fee basis we are able to remove product bias and focus on all of the key issues that are important to our clients.

The starting point will be a detailed assessment of your current situation and the appropriateness of any existing financial products that you hold. We generally work closely with our clients' other professional advisers, such as accountants or solicitors and will make appropriate introductions if required.

Our Clients

Our clients can be business owners, people with substantial investment funds, sports and media personalities as well as very private individuals running busy professional lives. However, we deal with a wide range of clients, our key criteria being that we are able to provide value for money.

Next Stage

Please give us a call to discuss your circumstances and we will be happy to discuss your individual requirements.

01276 – 471 083

For general contact information please visit www.IFAmoney.com

SBG & SewellBrydenGunn are trading styles of S C M Finance which is authorised and regulated by the Financial Services Authority (FSA number 306034)
Managing Principal & Proprietary Director (Private Client Accounts):- Neil Sewell MBA AIFP APFS
Registered Office: Cedar House, 47, Heywood Drive, Bagshot, Surrey. GU19 5DL. UK
*Not all of these products/services are regulated by the FSA.