Pensions & Investments
The Insurance Boutique carefully selects the partners they work with, choosing an IFA can be a very daunting decision which is why The Insurance Boutique Limited has partnered with SBN Wealth management to offer all of our clients specialist advice.
SBN Wealth management is a firm specialising in pensions and investments, based in Chelmsford, Essex.
The business is run by Dan Farrow, who is a Chartered Financial Planner with a background in fund management and who specialises in producing portfolios for clients from many different backgrounds.
SBN specialises in low cost investment structures, with all fees / charges disclosed and discussed before any work is undertaken, so you can be certain of what is being suggested and the cost of that advice.
All initial meetings are at no charge and this can be facilitated either over the phone or face to face.
Dan is a Chartered Financial Planner, Chartered Financial Analyst and Chartered Management Accountant, who regularly writes and commentates in the financial press.
Dan founded the business in 2006 after a career in investment banking, fund management and commerce, where he has held a number of board positions in both public and private companies.