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.

How we take care of your finances

SFA Independent Financial Advisers offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.

We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.

Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

Financial Planning process

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt your Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.



Why use SFA Independent Financial Advisers?

Best advice We are not tied to any high-street bank or building society and can therefore offer truly independent advice.

Simplifying the process We do business in a way and at a time that suits you - in other words, we remove all the hassle for you.

Easy to understand We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that's right for you.

Relationships You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.



Click to Get in Touch

SFA Independent Financial Advisers offers an initial free consultation
either digitally or socially distanced to answer any further questions you may have
and to enable us to let you know how we can best help you.

Email: enquiries@schoolfeeadviser.co.uk
Office: 01162 202 277 Mobile: 07973 394 775