About us

Spear Financial Limited is an Independent Financial Advisory group with clients across the UK. We offer a broad range of financial advice including:

• Wealth Management
• Investment Planning
• Inheritance Tax Planning
• Retirement Planning

Chris Spear is Managing Director, having been in the Financial Services industry since 1989. He specialises in the near-retirement, at-retirement and post-retirement market, including how best to take your pension, how to generate a tax-efficient income or grow your investments, how to reduce your Inheritance Tax liability or how to simplify your financial affairs.

We also work with major UK companies to offer financial advice as a benefit to their senior staff

Our team at Spear Financial Ltd are here to help! Allow yourself to get to know us, and allow us to get to know you.