About SFA Independent Financial Advisers
SFA Independent Financial Advisers is a firm of independent financial advisers and wealth managers based in Leicestershire. We specialise in providing complete bespoke holistic advice on school fees planning, wealth creation, retirement and investment planning, and protection.
We’ve been helping clients navigate complex financial markets since 2008, and from those very early days our business has evolved primarily through client recommendations.
Why choose SFA Independent Financial Advisers?
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 SFA Independent Financial Advisers our clients appreciate our ability to make the financial advice process both simple and enjoyable.
We provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, SFA Independent Financial Advisers are able to help, wherever you are in the UK. We also understand that you may have limited time available, therefore we offer telephone, email, office-based and home visits at a time to suit your needs.
Looking into your future
At SFA Independent Financial Advisers, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:
Identifying your short, medium and long-term financial planning goals
Clarifying precisely what you want from life
Mapping out a route to get you there
Making easy-to-understand product and investment recommendations
Adjusting your plan during significant life changes and at regular reviews
Make your booking today
To arrange a free, no-obligation meeting telephone SFA Independent Financial Advisers on 0116 2202277 or email firstname.lastname@example.org, and one of our client services team will contact you to arrange a convenient date and time – we look forward to hearing from you.
Building rewarding relationships
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.