SR Consultancy

Specialties

Stephen Ryan our Director has now passed his Celebrant course and is now a National Federation of Funeral Directors certified Celebtrant. We are based in Sittingbourne. Our consultancy provides independent advice and guidance on «Later Life Solutions» ie Pre paid funeral plans, Wills, Trusts and Lasting Power of Attorney to the over 50’s throughout Kent and London.

SR Consultancy is a registered member of the National Federation of Funeral Directors (NFFD), and are official agents for Golden Leaves, Golden Charter and SafeHands pre paid funeral plans.

At no other time in life do people have as many financial decisions to make as they do at age 50 and beyond.

Getting independent advise can help you make the right decision about the best product for you.

History

Established in 2014.

We started SR consultancy after working for only of the UK leading providers for a number of years. We were constantly being asked if we provided more products, such as wills or probate. We had to say no! As one of our colleague’s is a para legal and a member of the society of Will writers, we decided to set upour own consultancy.

We now are able to offer clients a full range of services from Life Assurance to Trusts

Meet the Business Owner

Stephen L.

Business Owner

Stephen started in the Financial Services industry as an International Independent Financial Advisor, He was originally based in Prague, Czech Republic then moved to Warsaw in Poland. His Main role was to source medium to long term investments for the Ex Pat communities. This could be in defensive stocks on low risk strategies or long term low risk investments, or investing in funds to produce income for university fee for later in life to give their children a good start in life.

Over the last 5 years Stephen has worked in the Pre paid funeral plan industry, 3 years for one of the UK’s largest provider. Stephen, together with two other colleagues set up SR Consultancy to provider a broader portfolio of products to clients. Our aim is to advise independently and source the best products from the whole of the market. Our strategy is to treat our customers as we would like to be treated ourselves.