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.
Leicestershire's premier independent wealth management advisers
Create the life you want - arrange your free consultation to discuss your future today
SFA Independent Financial Advisers based in Leicestershire provide a complete holistic independent wealth management advisory service to clients looking to plan for their retirement, generate income or capital growth from their investments, and who want to protect and preserve their wealth for future generations.
We believe anything is possible when you manage your money the right way. This is why we established our service in 2008 providing advice that is completely impartial, and a commitment to continuously monitoring and researching the financial services market to enable us to recommend the most appropriate solutions to your future needs.
Arrange a free wealth check and make more of your money
Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. SFA Independent Financial Advisers take a holistic, yet personalised approach to assessing your needs, which allows us to provide you with long-term, bespoke solutions and provide an initial free consultation for you to discuss your requirements to consider the options available so you can make an informed choice.