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Private Clients

At SFA Independent Financial Advisers, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.

SFA Independent Financial Advisers is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.

We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.

SFA Independent Financial Advisers offers advice to private clients on a whole range of financial services including the following:

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance and succession planning
Equity Release
Private medical insurance*
Family protection life assurance

Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

Our work at SFA Independent Financial Advisers with corporate clients brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.

SFA Independent Financial Advisers provides you with affordable solutions and freedom of choice. We deliver our high-quality service to you personally, directly and efficiently. We are dedicated to integrity and teamwork. Working in partnership with your business, we can help you to achieve your goals.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses – while our advisers can help with the following areas of corporate financial advice:

Auto Enrolment implementation
Directors Pension Planning
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

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.

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