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Planning for financial
independence

More than 70 years of helping families to flourish.

History dating back to

1952

£500m

£ 0 m

of assets under management

Over

30000

clients since 1952

What we do

We’re here to provide independent financial advice to families planning for their children’s future as well as their own.

Who we help

Our highly skilled network of advisers provide expert advice on a range of financial matters. We specialise in the following two areas:

Wealth management

The impact of financial decisions can often be life-changing, and you, therefore, want to be sure you’re getting them right.

Working with us, you will gain more control over your finances. We’ll help you build and preserve your wealth, allowing you to put it to use in the ways you want.

Find out more

School fees planning

Whether you’re a parent or grandparent, we will build an effective plan to manage your children’s school fees.

We pick up the pieces and provide long-term plans to achieve savings and security, we will also help to spread the cost and explore tax-efficient solutions.

Find out more

Meet our team

Our advisers and administration team work seamlessly together to help people in the same shoes as you.

View all team members

Doug Bonnar Doug Bonnar

Development Manager Development Manager

Chris Procter Chris Procter

Managing Director Managing Director

Amandeep Kaur Amandeep Kaur

Independent Financial Planner Independent Financial Planner

Cheryl Warner Cheryl Warner

Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser

Craig Bartley Craig Bartley

Independent Financial Planner Independent Financial Planner

Dave Etches Dave Etches

Independent Financial Planner Independent Financial Planner

Fiona Milmer Fiona Milmer

Mortgage Adviser Mortgage Adviser

Gemma McKnight Gemma McKnight

Independent Financial Planner Independent Financial Planner

Mohammed Imran Mohammed Imran

Independent Financial Planner Independent Financial Planner

James Bufford James Bufford

Independent Financial Planner Independent Financial Planner

Paul Wykes Paul Wykes

Independent Financial Planner Independent Financial Planner

Stuart Duke Stuart Duke

Independent Financial Planner Independent Financial Planner

Adrian Keeling Adrian Keeling

Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser

Alan Mumford Alan Mumford

Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser

Barry Hiles Barry Hiles

Mortgage Adviser Mortgage Adviser

Graham Taylor Graham Taylor

Mortgage Adviser Mortgage Adviser

Liam Halford Liam Halford

Independent Financial Planner Independent Financial Planner

Pavel Petkov Pavel Petkov

Independent Chartered Financial Planner Independent Chartered Financial Planner

Peter McBean Peter McBean

Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser

Peter Sinclair Peter Sinclair

Training and Competence Manager Training and Competence Manager

Niall Collier Niall Collier

Operations Manager Operations Manager

Kathy Theron Kathy Theron

Senior Manager Compliance Oversight Senior Manager Compliance Oversight

Glen Neagle Glen Neagle

Independent Financial Adviser Independent Financial Adviser

Sanjay Avtar Sanjay Avtar

Independent Financial Planner Independent Financial Planner

View all team members

Why SFIA?

Planning for your child’s education can be overwhelming, but with our help, it needn’t be. We build a long-term relationship and allow you to reach your goals.

With services that go beyond school fees, you can trust us to create a secure plan with your best interests in mind.

Testimonials

Outstanding.

Colin, Bucks

I initially required advice on setting up a pension and needed someone with sound experience to explain the available options to me. My adviser is friendly, knowledgable and provides me with the essential advice. My only initial concern was that I wouldn’t understand what was being talked about but my adviser explains things in a way that is accessible and easily comprehensible.

Harvey, Reading

I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.

Lisa Clarke

I have no hesitation in recommending Alan Wilson for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.

A client, Dorset

SFIA’s flexible plan maximised our tax free interest and made school fees affordable, as well as assuring the continuity of private education for our children.

Chris, London

A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage.

Alice, St Albans

Paul has always put the financial interests of our family first. I could not ask more from a financial adviser.

Mark Birtwhistle, Saffron Walden

We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off.

Fiona and Pete Morgan, Sussex

I just wanted to say a huge thank you for organising my mortgage, you made everything so simple and it all went very smoothly. I will certainly be recommending you to any friends that looking to purchase properties, thanks again!

Julie Mellor, Bracknell

Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future.

Jo and Neal Cox, Reading

Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl.

Fiona Reynolds, Banbury

Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken.

Mr Gupta, Liverpool

The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.

Dr Caroline Hanlon, Oxford

We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider.

Retired lady, Hatfield

We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.

Retired couple, Winchester

I found my adviser to be highly perceptive and intelligent at our introductory meeting. She weighted up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.

Robert Bailey, London

We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by.

Richard & Falmai Youngman, Bury

The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can.

Sesui Group Pension Scheme, Oxford

My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.

Mr A Reis, Salisbury

We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs.

Mark Whittaker, Stamford

We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down.

Neale Moss, Ilminster

I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response.

Margaret Olive, Salisbury

Faced with the almost impossible task of financial public school fees for our two bouts, we contacted SFIA. The level of service was frankly outstanding. Their adviser called at a time to suit us (8pm), took all our details and went away to come up with a financial plan. As a result we can not only afford the school fees but can keep our holidays too. Life for us will almost remain the same. Truly amazing. Our sincere thanks to all the team!

Jackie, Surrey

My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough.

Mr Blake

For over a decade, Adrian has made getting mortgages and remortgages a simple process. His communication is excellent, both in explaining my options and in updating me on any progress. Most importantly, I know that when he says he can deliver a solution, he will.

Mr Gardner

I have used the SFIA group to assist with school fee planning. I’ve found them to offer detailed advice, routes and approaches to manage my finances around school fees, and generally, around investment strategies.

Mr Lazenby

We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.

Ms Saini

We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments.

Mr Moss, Ilminster

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.

Mr Bailey, London

We are so pleased to have had the value of SFIA’s splendid service. For us, this transaction brings enormous relief and reassurance. Complex and emotional matters were explained with great clarity. We feel able to trust SFIA and we look forward to further contact as the years roll by.

Mr and Mrs Youngman, Bury

It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.

Mr Hewland, London

Cheryl made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.

Dr Hanlon, Oxford

Contact details

01628 566777
webenquiry@sfia.co.uk
27 Moorbridge Road,
Maidenhead,
Berkshire,
SL6 8LT

Planning for financialindependence

What we do

Who we help

Wealth management

Wealth management

School fees planning

School fees planning

Meet our team

Why SFIA?

Testimonials

Newsletter

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4 Ways You Can Fund Independent School Fees

5 Ways You Can Use A Company To Pay For Independent School Fees

Why Now Is The Time To Get Impartial Advice On Your Pension Planning

Stamp Duty changes for homebuyers – what does it mean for you?

Contact Us

Contact details

Planning for financial
independence