Name: Sunley Financial
Address: 28 Huntsmoor Road, Tadley, Hampshire, RG26 4DQ, GB
Telephone: 01189812701

Business Info

Sunley Financial was established in May 2008 by Julian Sunley, a Financial Adviser since 1997 and an IFA (Independent Financial Adviser) since 2001. Having chosen from the oustset to use an external support Network to maximise client facing time, Sunley Financial changed its Network to Best Practice in 2012 in order to ensure fully independent advice can continue to be offered following a more stringent regulatory definition commencing in 2013. Julian believes full independence is key to demonstrating that his clients are at the centre of Sunley Financial's proposition and he will 'choose not to sit in the comfy chair' even if this means additional work or business operating costs.

The original vision for Sunley Financial was and continues to be to keep client numbers quite small in order to offer a highly personal level of service. Although one-off transactional work is undertaken our aim is to take on clients who wish to maintain an ongoing financial planning relationship.