If you are considering becoming a client, you may want to request references from existing clients. We encourage this, as our clients always enjoy talking about their experience, so feel free to ask and we’ll provide you with a list of names.

/ Mr J. Moore (Colchester)

/ Ms J. Williams (Brentwood)

Dan has been advising me on both my pension and investment portfolio for a number of years and his pragmatic approach and market insights have provided me with steady returns and I now sleep at night!

Having retired early from the NHS, I wanted to discuss all aspects of my current and future finances with a professional advisory firm. A friend of mine recommended that I approach SBN and what I received was an honest analysis of what was possible and what wasn’t, with a fee quoted up front, which was a total change from previous experiences with IFAs.

/ Mr & Mrs M. Jenkins (Tonbridge)

/ Mr S. Shackleton (London)

Having sold our business, we were looking for advice on investing the proceeds in a way that it would produce income, but also enable us to leave an inheritance for our children and grandchildren. Dan gave us some sound tax advice and in conjunction with our accountant and solicitor put together an investment portfolio that doesn’t only cover our living expenses but has gone up considerably. We can’t thank you enough for your on-going advice.

Even though I take an active interest in the stock market, I wanted a professional to take over the running of my ISA and Pension portfolios. I interviewed 4 IFA firms and chose SBN as I was impressed with the way that Dan explained his simple and low-cost approach to running portfolios and the other ancillary advice he gave me around my rather complex tax affairs.