SBC FINANCIAL – INDEPENDENT FINANCIAL ADVISORS

Established in 2004 SBC is a company of independent financial and mortgage consultants based in Edinburgh, Scotland’s financial capital.
Specialising in pensions, investments and the residential market but with options for commercial clients we operate in the whole of central Scotland
and the Scottish Borders.
We offer full financial planning through our independent financial advisors and have introducer agreements with accountants, solicitors, surveyors
and will writers to offer a full financial service, whatever your requirements.
We have over 25 year’s experience in the financial services industry and our consultants are all qualified to a high standard.

MEET THE TEAM

STUART CLARK
Business Development Consultant

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DIONNE CLARK
Independent Mortgage
Consultant

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AUDREY O’NEILL
Financial Advisor

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STEVEN O’NEILL
Financial Advisor/Proprietor

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BEN CUNNINGHAM
Office Manager/Administration

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JUSTYNA DZUIRDZ
Office Manager/Administration

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Your mind is a powerful thing.
When you fill it with positive thoughts,
your life will start to change.

SERVICES

MORTGAGES

Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.

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PROTECTION

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

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SAVINGS & INVESTMENTS

From childhood most of us are told to put away money to save for the future – perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected expenditure.

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PENSIONS

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.

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