Independent Financial Advice

At SFA Independent Financial Advisers, we provide comprehensive financial planning services for both private and corporate clients. Whether they are saving for their, school fees, first property, taking drawdown from their retirement funds or focusing on growing and protecting their business.

With School fees rising faster than the rate of inflation, it can present financial challenges for parents who want to educate their children privately.

Whether you are saving for a specific goal like school fees or your own retirement, or just hoping to put away money for your family, SFA Independent Financial Advisers can help your put a plan together to help with reaching those goals.

We can help you to structure your savings, advise on when and how to spend your pension to take advantage of any tax breaks. We can also help to ensure that your family do not lose out to inheritance tax when you are gone, so you can pass on your wealth to the next generation.

Talk to us today, we would love to hear from you. Taking professional independent financial advice can help you plan effectively for the years which lie ahead.

Our Areas of Advice

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Since the very beginning, SFA Independent Financial Advisers has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make. At SFA Independent Financial Advisers, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using SFA Independent Financial Advisers, you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.

Private Clients

At SFA Independent Financial Advisers, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.

SFA Independent Financial Advisers is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.

We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.

SFA Independent Financial Advisers offers advice to private clients on a whole range of financial services including the following:

Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

Our work at SFA Independent Financial Advisers with corporate clients brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.

SFA Independent Financial Advisers provides you with affordable solutions and freedom of choice. We deliver our high-quality service to you personally, directly and efficiently. We are dedicated to integrity and teamwork. Working in partnership with your business, we can help you to achieve your goals.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses – while our advisers can help with the following areas of corporate financial advice: