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.

Terms of Business

Our Client Agreement and Service Proposition documents will be provided to you prior to business being transacted so that the relationship between yourself and the firm is clearly stated and understood.

This will normally take place at the first meeting.

If you have a question or concern about any aspect of our services, please contact us at:

Telephone: 0116 2202277


In writing to: SFA Independent Financial Advisers, Watermead House, 637 Melton Road, Thurmaston, Leicester LE4 8EB