About us
We’re a Chartered, independent, family-run financial planning business. Our clients have enjoyed continuity of service from the same multi-generational team for 30 years now.
Our history
3-S was founded by Owen Sekree in 1992. He is one of a small handful of people in the UK to have passed all the exams necessary to become a Fellow of the Personal Finance Society.
After completing a joint honours degree in Economics & Philosophy at Sheffield University, Owen’s son Mark joined the family business and soon became a highly able financial planner.
After completing a two-year secondment in financial services in Singapore, Mark returned to the UK and became a partner at the family business.
He underwent further training to become a Chartered Financial Planner and was one of only a few people worldwide to attain his Fellowship of the Personal Finance Society before the age of 30. This is the highest level of achievement for financial planners.
Today, having two generations involved in the management of 3-S means that we can offer our clients the assurance of continuity of service far into the future.
We’re based in Manchester but can travel to see clients across the UK. Many of our clients live across the North West and in London, but we even have clients who are travelling the world who we communicate with via phone and video call. How we work together is very much up to you!
Our purpose
Our purpose is to provide freedom to our clients through financial security.
We’re here to help you align your money with your goals, so that you can live your best life possible. We do this through highly specialised, independent financial planning.
Being completely independent means that we’re not beholden to the distant policies and targets of large corporations. Instead, we’re free to make the best decisions for you. We’re professional advisers and problem solvers, not salespeople.
Our accreditations
As a Chartered firm with a highly accredited team, you can be confident you will receive the best possible service and advice.
Hear from our clien ts
© 3-S Financial Management are authorised and regulated by the Financial Conduct Authority. You can find 3-S Financial Management on the FCA register by clicking here. Registered in England & Wales. Registered Office: 15 Gold Hill, Shaftesbury, Dorset, SP7 8HB.
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