Contact Us today at:
SFA Independent Financial Advisers
637 Melton Road
Leicestershire LE4 8EB
01162 202 277
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.
Determine your goals for your financial future and how we can help you achieve them.
Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
Assess and identify any gap in achieving your desired objectives - create an action plan.
Discuss and explain our recommendations in line with your Financial Objectives.
Complete all necessary documentation.
To adapt your Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.
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.