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Welcome to SaSo

An Award-Winning Financial Advisory Practice


Planning on a comfortable financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. That’s where SaSo can help.


SaSo is independent, discreet and personal, technology-led and progressive, flexible and competitive – but above all focused on our clients and the service we provide.


We are passionate about helping and guiding our clients to achieve their long-term financial ambitions.

SaSo Digital

The financial services environment is changing rapidly and as such our business is required to reflect these changes. 


Our clients require this.


The way our clients wish to communicate, transact and build long-term relationships is changing. The launch of our future Digital Wealth Service is shaped to support the changing and varying need of our clients. 


Coming soon...

SaSo Wealth Service (SWS)

Includes centralised administration, technologically advanced with the MyFuture application, multiple investment managers, product wrappers, such as pensions, as well as being transparent and cost effective.


The SaSo Wealth Service is supported by 7IM LLP.

SaSo EB Service (SEBS)

Engaging Benefits...


Our Employee Benefits Service includes advice to employers and employees on a range of corporate benefits that includes pensions and savings, group insurance, flexible benefits and wellbeing.

Team Meeting
About Us

The world of financial advice has changed significantly. This will continue at a pace.


SaSo is borne out of experience, relationships and client service.

Our local and personal relationships with clients are at the heart of everything we do.

We are Award-Winning independent financial advisers, which means our duty is solely to you – our client.

Client Experience

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past.


Finances often take a low priority for many people because they are complex, but at SaSo our clients appreciate our ability to make the financial advice process both simple and enjoyable. 

Our Partners

Being independent is a critical ingredient to our business and our clients. 


We have relationships and terms with many service and product providers that may support our varying client needs, although as a locally owned and managed business, we are keen for our service proposition to use locally sourced partners with global substance. 

Need more details? Please contact us

For further information please contact Meeku Patidar, Managing Director, by email or telephone 01534 488771.