At SFA Independent Financial Advisers, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you. This is the six-step process we follow:
Initial meeting and review - identifying your needs and objectives
Getting to know you - gathering relevant information
Analysis - an evaluation of your particular financial situation
Recommendation - developing a strategic plan
Implementation - reaching an agreement on how and when the plan will be implemented
Ongoing service and relationship - regularly monitoring your progress
Why use SFA Independent Financial Advisers?
We are not tied to any high-street bank or building society and can therefore offer truly independent advice.
Simplifying the process
We do business in a way and at a time that suits you - in other words, we remove all the hassle for you.
Easy to understand
We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that's right for you.
You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.
Combined initial disclosure document
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.