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We help individuals achieve the ultimate goal of financial independence through a highly structured process of strategic financial planning, a proactive approach and regular review.

Credible, reliable, innovative and probably unique, The SDB Group is here to help you achieve your goals.

Since outset, we have been making it our business to make a positive difference to our clients and their businesses by offering practical solutions and creative advice.


The Team
The SDB team are drawn from a number of different disciplines within our highly dynamic profession.

Financial Planners

Stuart Bryant
Chairman - Certified Financial Planner
stuart@sdb.co.uk

 
Jo Watt
Director - Certified Financial Planner
jo@sdb.co.uk

Senior Client Care Manager

Client Care Manager

Client Care Manager

Financial Controller

Amanda Stanway
amanda@sdb.co.uk
Sharon Newton
sharon@sdb.co.uk
Suzanne Cox
suzanne@sdb.co.uk
Jill Lally
jill@sdb.co.uk

We work with you in identifying and helping you achieve your objectives and goals, whilst behind the scenes our multi-skilled team of financial planners and administrators collate, analyse and research all relevant data. Identifying possible shortfalls, we provide bespoke financial advice and can produce a strategic financial plan which, when implemented, will make the most effective use of your resources in achieving your objectives.

If you require professional, personal advice regarding general financial planning or specialist advice on issues such as pensions, simply e-mail our team, who will be happy to help you.

"Every client is different, therefore each solution is different,
our team look forward to working with you."


Helping you to Achieve Your Objectives...

  • We are a highly skilled, enthusiastic, multi-disciplined team, dedicated to providing independent financial planning for individuals and where appropriate, their businesses
  • Providing a holistic, client-centred strategy, examining the bigger picture, not just a particular issue in isolation.
  • With creative reviews of client’s affairs, led by Stuart Bryant, one of the industry's most qualified practitioners.
  • We have the ability to give practical, clear cut advice and direction.
  • With a creative, fee-based approach.
  • We are a team that embraces innovation and provides leading edge services.
SDB Strategic Planners Limited is authorised and regulated by the Financial Services Authority.