Sfa

As a leading independent financial adviser and wealth manager based in Leicestershire, we serve clients across the UK. Our team of experts is dedicated to providing bespoke, holistic advice on school fees planning, wealth creation, retirement, and investment planning, as well as protection. Since our inception in 2008, we have evolved primarily through client recommendations, reflecting our commitment to excellence and customer satisfaction.

Our Approach

At SFA Independent Financial Advisers, we believe that financial planning is a personal and complex process. That's why we take the time to understand our clients' unique goals, aspirations, and concerns. Our dedicated team uses a bespoke approach to assess our clients' financial situation, identifying their short, medium, and long-term objectives. We work closely with clients to craft a tailored plan, using a range of products and solutions to help them achieve their aspirations.

What We Offer

As a reputable and regulated financial services provider, we offer a comprehensive range of services designed to help individuals navigate the complexities of modern finance. Our expertise includes:

• School Fees Planning: We help parents and guardians plan for the future education expenses, ensuring they have enough funds to provide the best education for their children.
• Wealth Creation: Our team of experts provides guidance on investment and tax planning, helping clients build and preserve their wealth over time.
• Retirement Planning: We help individuals plan for their retirement, creating a tailored strategy to ensure their financial security and lifestyle aspirations.
• Investment Planning: Our experienced team provides personalized investment advice, ensuring that clients' assets are allocated to achieve their goals.
• Protection: We help clients protect their wealth with a range of insurance products and risk management strategies.

Why Choose SFA Independent Financial Advisers?

When it comes to seeking financial advice, it's essential to choose a trusted and experienced partner. At SFA Independent Financial Advisers, we pride ourselves on:

• Personal Service: We provide a bespoke, personalized service tailored to each client's unique needs and goals.
• Expertise: Our team of experts has extensive knowledge and experience in financial services, ensuring our clients receive the best possible advice.
• Transparency: We believe in transparency and clarity, keeping our clients informed throughout the planning process.
• Proactivity: Our proactive approach ensures we identify and address potential risks and opportunities, helping clients stay ahead of the financial curve.

Get in Touch

Whether you're looking for guidance on school fees, retirement planning, or wealth creation, our team is here to help. We invite you to schedule an initial consultation to explore how we can support your financial journey.

Contact Us

Email: enquiries@schoolfeeadviser.co.uk

Phone: 01162 202 277

Mobile: 07973 394 775

Address: SFA Independent Financial Advisers, Watermead House, 637 Melton Road, Thurmaston, Leicestershire, LE4 8EB