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.

Investment Planning

Our investment strategy is based on understanding your needs and providing flexible investment options to help you to meet your financial goals. We’ll take the time to find out about your personal financial goals and how you feel about risk. That’s how we are able to work out whether investing could be right for you, and if so, where and how much to invest.

Investing can offer you a good opportunity of growing your money over the longer term. A long-term approach to investing is generally accepted as being likely to provide the most benefit. Whether you start paying in to a personal pension, invest in an ISA or invest on behalf of your children, the earlier you start the better.

Both saving and investing can be used to meet both short and long-term financial needs. Short-term needs may include saving for a car or a holiday, whereas long-term investment needs could be saving for retirement, school fees or providing capital for children as they grow up.

A financial adviser can offer expertise and objectivity when choosing to save and invest wisely; helping you find the most appropriate solution for your current circumstances. It is always good to take the effort to ensure you are as informed as possible.


When it comes to your investments, we want to help you find the best options for investing your money.

We undertake a review of your personal circumstances to assist you in making investment decisions crucial to your financial needs.
Investment plans can vary greatly and it's important that we match the right plan to meet your objectives.





Investment Strategy

Your investments will be diversified across a range of assets to ensure we maximise any opportunities, while managing risks in line with your requirements.

Environmental, Social, and Governance (ESG) refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business. We are committed where possible to the integration of ESG factors in our investment process and are delighted to offer this as an option for those that would like to explore ESG investments in greater detail.

The various assets owned by an investor are called a portfolio. As a general rule, spreading your money between the different types of asset classes helps lower the risk of your overall portfolio underperforming.

Planning investments takes time. This is where we can help, both in advising you on your investment needs and your portfolio.

Please contact us so that we may assist you in determining or enhancing your investment strategy most appropriate for your needs and circumstances.




The value of investments can fall as well as rise and you may not get back the amount originally invested.