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.
Make your booking today
To arrange a free, no-obligation meeting telephone SFA Independent Financial Advisers on 0116 2202277 or email firstname.lastname@example.org, and one of our client services team will contact you to arrange a convenient date and time – we look forward to hearing from you.
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.