Please visit our new site for the most up-to-date information www.schoolfeesadvice.org

SFIA Independent Financial Advisers

In the UK, there are three main classes of financial adviser: tied advisers working for one financial institution, multi-tied advisers offering products from a selection of the market and Independent Financial Advisers.

Independent Financial Advisers (IFAs) are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the marketplace. The FSA, the regulator for Financial Services, are strongly steering the industry down the Independent Financial Adviser route, as it promotes the maximum competition between product providers and enables Independent Financial Advisers to offer impartial independent advice to help their clients select the most appropriate product to suit their financial needs.

Finding a good IFA could be a difficult task but If you are searching for a well established firm of Independent Financial Advisers, then look no further than SFIA. We are renown in the marketplace as school fee planning specialists, our underlying professional expertise is provided by a network of highly experienced Independent Financial Advisers. When recommending school fees planning solutions, all aspects of financial advice is given including investment, retirement planning, insurance, protection, mortgage advice, tax planning, trust planning and legal matters. In many cases independent school fees are made affordable by integrating them within a holistic financial plan encompassing life time financial goals.

Our Independent Financial Advisers are registered with the Financial Services Authority (FSA) and must meet strict qualification and competence requirements. Financial services are heavily regulated by the FSA, which ensures the highest level of service to customers and makes it one of the safest consumer markets in the world. SFIA ensures that you are provided with the highest level of protection under the regulatory system and if you are unhappy with any aspect of our service you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS).

If you wish to learn more about SFIA and discuss your circumstances further, we offer a free (no obligation) consultation with one of our Independent Financial Advisers in your area at a place of your choice. We strive to fully understand your requirements and circumstances before offering you advice. We ensure that you fully understand options available and how our financial advice process works before you commit to any decision.

It is important to us that our independent financial advice is wholly suitable for your needs. We carry out a full risk assessment to make sure all recommended products match your profile. Once you become our client, we will offer to review your situation periodically by specific agreement, usually on an annual basis, to ensure that your financial planning continues to meet your needs.

Contact us for more information or for a free, no obligation consultation.