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Advisers

SFIA have thirty specialist school fee advisers throughout the UK; as Independent advisers they are able to research the whole of the financial services market via the most up-to-date online and in-house technology, seeking out the most appropriate solutions for their clients.

All advisers are qualified professionals with an ongoing development plan which aims to keep them abreast of the ever changing marketplace and to enhance qualifications when necessary. Adviser activities are also regulated through the Financial Services Authority to protect the general public. The FSA demand that the performance of all registered individuals are monitored at regular intervals.

Advisers head the planning process but can call upon financial specialists available within the SFIA network for additional advice and support regarding tax planning, pensions, mortgages and compliancy.

SFIA management and its Compliancy Department ensure only the best quality advisers are employed; a thorough examination of their knowledge and advisory skills is conducted at the recruitment stage. The advisers undergo a continuous assessment and training process.

Bespoke school fees planning software, developed over many years, provide our specialists with all the tools necessary to research, configure and illustrate optimal school fees plans.