Home – SFA 2016-10-27T13:20:41+00:00
Learn More

With the right planning we can help finance your children through their education

Our advisers can set up the necessary plans for you to give them the start they need
Learn More

Latest News

Time to welcome the Lifetime ISA

April 7th, 2017|0 Comments

In September the LISA re-emerged from the Treasury, with an unchanged launch date of 6 April 2017.

A boost to ISAs on the horizon

April 6th, 2017|0 Comments

Recent statistics issued by the Investment Association (IA) point to a declining interest in individual savings accounts (ISAs). In 2016 the IA recorded only two months in which new money flowing into ISAs exceeded existing money flowing out. Not surprisingly, the two months of net inflow were March and April, with the traditional end of tax year rush.

6 April reminders

March 24th, 2017|0 Comments

The run up to 5 April, with the Budget (and often Easter) intervening, can be a frenetic time for personal financial planning. All tends to go quiet once the new tax year begins, but the reality is that there are many planning points that are worth considering at the start of the tax year rather than leaving it until the end.

Latest Tweets

Anyone that is part of BNI networking club in mail me with their experience good or bad. How has it been with ROI to…lnkd.in/dG9Gj-5

Last week from Ash Pankhania's Twitter via LinkedIn