SvK Financial

06/05/2026

A fantastic day out for the SvK Financial team! We kicked off the morning at Wild Park in Brailsford, putting our archery skills to the test, and wrapped things up with an incredible pub lunch at The Red Lion in Hollington—where the pies were every bit as good as promised. 🎯🥧

27/04/2026

Huge Congratulations and well done to our very own Sadie Taylor for completing the London Marathon this weekend! Sadie has put the hard yards in over the last few months of her training and got through some injuries in the process too. Sadie and husband Dan completed the marathon in memory of Sadie’s Dad, raising over £6,000 for British Heart Foundation. Well done Sadie and Dan 👏 Dad would be proud of you and we are too ❤️

08/04/2026

Visit the calculator here to begin:

https://lnkd.in/eBmp7Wz6

20/03/2026

📣 📣 Feedback from our clients is so important to us as we strive to deliver the best service we can 📣 📣

16/03/2026

This weeks WeekWatch is now live. Please follow the link below for this weeks investment update.

Despite ongoing global volatility, the FTSE 100 ended last week in positive territory, supported by the energy sector. This also came despite disappointing economic data for January and rapidly fading hopes of an interest rate cut by the Bank of England (BoE) later this week.

04/03/2026

Introducing Chloe Naylor...

Chloe is one of our Client Support Specialists at SvK Financial, having joined the team last summer following a successful internship.

She supports the day-to-day processing and back-office administration for the practice and is currently training to become a Paraplanner, building her technical knowledge to further support the adviser and help ensure everything runs smoothly for clients.

Chloe says, “Starting my career here has been a great experience, I enjoy being part of a supportive team and helping deliver the best possible outcomes for our clients.”

16/02/2026

A productive team session today focussing on tax year end planning and how we can use technology to deliver even greater value for clients.

With the end of the tax year fast approaching, it’s more important than ever to plan ahead. By combining proactive advice with the right digital tools, we aim to help individuals and businesses stay organised, make informed decisions, and maximise the opportunities available before the deadline.

02/02/2026

The SvK team were delighted to attend the SJP Kickstart event in Manchester last week.

It was an inspiring and insightful day, with contributions from leaders, experts and peers across the Partnership. The Partnership Connect event helped set a clear and ambitious direction for the year ahead—strengthening our alignment with SJP’s vision and reinforcing our commitment to delivering strong client outcomes.

We look forward to building on this momentum throughout 2026 and continue providing valuable advice and support to our clients.

21/01/2026

A brilliant day spent at our Nottingham office with Lee, our St James’s Place Business Partner, gaining deeper insight into SJP and exploring what the year ahead looks like for SvK Financial Ltd.

Investing time in learning, strategy, and forward thinking helps us continue delivering the best possible outcomes for our clients. Exciting things ahead as we grow, evolve, and strengthen the value we bring.

Proud of the journey so far — and excited for what’s next!

16/01/2026

Introducing Sadie Taylor! 🎉

We’re thrilled to celebrate Sadie’s 1-year anniversary as part of the SvK team!

As one of our amazing Client Support Specialists, Sadie brings a wealth of experience in sales, customer service, and diary management—skills that help her build strong relationships and keep everything running smoothly for our clients.

When asked what she loves most about her role, Sadie shared:

“Being part of a close-knit team that makes a big impact for our clients is incredibly rewarding. I love working together and seeing first hand the difference financial advice can make.”

Join us in congratulating Sadie on this milestone! 👏