About us
Where it all started
The School Fees Insurance Agency Ltd (SFIA) was formed in 1952 when Maidenhead GP, Dr CP Stevens, and an associate used endowments, annuities and life assurance policies to fund their family’s private education.
SFIA achieved charitable status in 1959 when the SFIA Educational Trust was established to reclaim tax paid on income. This money was used to fund private school education for gifted children from families who could not afford fees.
A general fund was created for members where contributions could be made free of tax in return for guaranteed future school fees. In 1975, the SFIA Trust Limited was set up and managed a trust fund that far exceeded all competing funds combined, being contracted to pay more than £500 million in school fees and maintaining the company’s track record of success.
The next steps
In 1997, the School Fees Insurance Agency Limited was purchased by the current directors to take up the challenge of the new financial climate.
In 2002, SFIA Ltd was registered and authorised to offer independent advice by the Financial Services Authority (FSA). To this day, we are still authorised and continue to provide independent advice and explore the whole market to find the most appropriate solution for your needs.
Where we are now
Our services now extend beyond just children’s school fees. We also advise on lifestyle financial planning, mortgages, tax planning, Inheritance Tax mitigation, retirement planning, protection planning and investment advice.
