Planning for financial
independence
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.
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.
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.