You've worked hard for your money. You want financial security for yourself and your loved ones. But with so many options out there, it is all too easy to play safe and miss out on financial opportunities that could safeguard your future.

At Sunday we live and breathe financial opportunity. We know what financial opportunities are out there. We have used this knowledge to free ourselves from financial worry, so we believe that we are ideally placed to do the same for you.

Sunday Financial Group is a specialist independent financial consultancy dedicated to building long term relationships with our clients, both personal and corporate. Our highly qualified consultants offer advice on wealth creation and preservation, retirement and estate planning and protection via a diverse range of products and services.

The company's clients currently have funds under management exceeding £100m. The business was originally founded in 1998 and has an impeccable compliance record. Our mission is to provide the highest standards of advice and client service while adding value to our clients through strategic partners such as Deutsche Bank, Brewin Dolphin and Rathbones. Many of our clients are introduced to us through personal recommendations.

Sunday Financial Group IFA's and Relationship Managers are based countrywide. The quality of our service is not diluted due to location as our clients enjoy the same high levels of service due to the strong processes and procedures we have in place. Key members of our Senior Management Team are listed below and if you would like to speak to any of the Management Team or your local IFA please call the central office and the customer services team will only be too happy to help.

Dermod Atkinson Chief Executive Officer

Gareth Thomas Sales & Technical Director

Dawn Dennington Compliance Director (non Executive)

Jonathan Summers Head of Customer Services

"I would like to thank the Sunday Financial Group for the excellent service they provide".

Bruce Foxton, The Jam

"Sunday Group have been looking after my financial planning for many years, in particular helping me to negotiate an advantageous path through the complex world of pensions and taxation. They have been very effective in anticipating my requirements and have given me full confidence to leave my financial future in their hands while I concentrate on the business of the present".

Geoffrey Willis, Chief Aerodynamicist, Formula 1

"I have been a client of Sunday Financial Group for some considerable time. I have been more than pleased with the expert advice and guidance given. I have found Sunday to be extremely effective with good communication with all of my dealings, and yet maintaining a personal and friendly service. They are professional, diligent, caring and dependable and I have no hesitation in recommending their services".

Oliver Smith, Harlequins RU and England.

"I have had other Financial Advisers in the past and I can honestly say that Sunday Financial Group stand head and shoulders above the others, they are a great support in terms of professional services and my family needs. I have every confidence that they look after my needs as a priority".

James Evans, Peregian Developments Ltd

Sunday Financial Group Foundation has been set up with a view of making a regular contribution to charities and other worthwhile causes. As a client or strategic partner you can be assured that we take our social responsibility seriously at Sunday Financial Group and in order to support this a percentage of our profits each year go towards the Foundation.

The Foundation will be run by an independent committee who will consider donations to many worthwhile causes including Worldvision, Save the Children, Help the Aged, Unicef and the Rainbow Trust.

For a comprehensive overview of what services Sunday offers, please download our company brochure.

protect you future with Sunday

You've worked hard for your money. You want financial security for yourself and your loved ones. But with so many options out there, it is all too easy to play safe and miss out on financial opportunities that could safeguard your future.

At Sunday we live and breathe financial opportunity. We know what financial opportunities are out there. We have used this knowledge to free ourselves from financial worry, so we believe that we are ideally placed to do the same for you.

a profitable relationship

A good financial adviser is a valuable asset. At Sunday we aim to employ quality financial advisors - knowledgeable, focused, approachable people, who will assess your financial position frankly, in straight-forward terms and aim to offer you the best options for now and for the future.

You've worked hard for your money. Sunday's financial advisors aim to make your money work hard for you.

The value of investments may go down as well as up.
Past performance is no guide to future performance.

Sunday offers impartial guidance helping you to protect your assets and investments, manage your wealth, protect your future income and secure your prosperity over the longer term.

protecting your wealth

At Sunday we believe financial freedom and security is within everyone's reach. Impartial, considered financial advice is crucial. At Sunday we are well placed to show you how to make the most of your money.

protecting your income

It is important to know how to protect yourself against a loss of income, perhaps through ill-health or redundancy. Sunday can advise on a range of options that could minimise the impact of loss of income on you and your family.

protecting your family

At Sunday we could help you put financial protection in place to help your family weather the hard times.

You want your savings to benefit your children and provide them with a solid financial foundation. At Sunday, we have long experience of helping people provide for their family's future.

Funding a pension for your retirement is a big financial responsibility. With the right advice and access to relevant information you could look forward to a care-free and enjoyable retirement.

pensions explained

Your choice of pension could have a profound effect on your prosperity and standard of living later in life. We explain some of the key issues:

self invested personal pensions

Self Invested Personal Pensions (SIPPs) offer greater control over where and how your money is invested. SIPPs also separate the management of your portfolio from the administration of your policy. Sunday's experts could make this unique kind of pension work to your advantage.

Pension information has been provided based on current legislation.
Levels and bases of taxation are subject to this and can change.

The value of investments may go down as well as up.
Past performance is no guide to future performance.

Buying a home is likely to be the biggest financial decision you will make. Good financial advice could make a huge difference when choosing a mortgage lender. Loans are offered subject to status and lenders' terms and conditions. Written quotations are available on request.

buying to let

With the right buy to let guidance you could turn a second home into a second income and an investment for your family's future. It is important to remember that you may not make a profit when you sell your property and your property may stay empty for longer than you expect.

getting a better mortgage

Mortgage rates have dropped considerably over the last few years and UK home-owners are increasingly remortgaging to save money.

Speak to an experienced Sunday adviser who can support and guide you through the remortgage process.

The Financial Services Authority does not regulate some aspects of buy to let mortgages.

There may be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate it will be no more than 1% of the mortgage loan amount ie for a mortgage loan amount of £100,000 the fee would be £1000.

Sunday's tax specialists could advise on any aspect of personal and corporate tax management and provide clarity on issues such as income tax, capital gains and inheritance tax. Sunday advisers can tell you how the Budget will affect your tax bill and provide tax advice to keep you up to date with new legislation in today's ever changing financial environment.

Sunday's tax specialists will aim to find you the best tax deal - so you can relax, safe in the knowledge that you're not paying a penny more than you should.

Information has been provided based on current legislation. Levels and bases of taxation are subject to this and can change.

The Financial Services Authority does not regulate taxation and trust advice

Your business is your livelihood and means to future prosperity and a comfortable retirement. To succeed, your business requires deftly-tailored advice, specific to the challenges and obstacles you encounter.

Your business interests come first. Sunday can advise on bonuses, benefits and pensions that will motivate and reward performance without undue tax penalties and costly administration.

From the sound review of your capital assets through to helping you to maximise your corporate investment revenue, Sunday's specialists will aim to provide you with expert guidance on your financial decisions - leaving you free to focus on success.

Information has been provided based on current legislation. Levels and bases of taxation are subject to this and can change.

arrange a Sunday financial review

Good financial management is key to ensuring the best quality of life for you and your family.

But you don't want to spend all your time planning. A Sunday financial review takes the stress out of financial planning.
We offer sensible, practical advice - to help you plan for big purchases, provide for your family and secure your future.
We explain the jargon and simplify the legislation and help you make decisions that put quality of life first.

Sunday could help you manage your money, so you can enjoy more of the benefits.

With a wealth of industry experience to draw from, Sunday has a solid basis for expansion - full of exciting and rewarding opportunities.

Sunday is always keen to talk to experienced financial consultants to support our growth plans.

Sunday offers financial consultants an extensive lead generation database plus a support structure of committed management and staff. With in-house telesales technology, Sunday's marketing activities include direct mail, SMS, advertising, seminars and sponsorship opportunities. Affinity group links and local initiatives offer a more face-to-face approach.

Our targeted marketing and customer care programmes help support financial consultants and increase customer retention rates. Sunday also offers management training and sales techniques for ongoing development - giving financial consultants the extra back up they need to achieve their earning potential.

Sunday is a dynamic, forward-thinking environment in which to work and play. Honesty and empowerment are key to our philosophy. You will be supported by entrepreneurial, focused individuals who are always prepared to go the extra mile.

We challenge conventional target and production capacity, yet give you the autonomy to set your own pace. Opportunity and reward is within reach of all who work for Sunday and we offer individual guidance to help you achieve your ambitions.

A sense of fun, loyalty and team work is important to everyone at Sunday. We promote and value diversity in products, services and staff with a genuine focus on the customer. We respect and appreciate every member of the team at every level and actively seek new recruits who embrace these values.

Please fill in the application form below

Sunday Independent Financial Advisors Ltd
1st & 2nd Floor, 49 Market Place, Warminster, Wiltshire BA12 9AZ

Tel: 01985 211444
Fax: 01985 211555
Email: info@sundayfinancialgroup.com
www.sundayfinancialgroup.com

Please use the form below if you require any more information about the services we offer.