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Financial Services

As The experts in School Fees Planning SFIA provides solutions for its clients across the whole spectrum of financial sectors and products.

Tax Planning

SFIA's Tax Planning Division provide services for our higher-earning clients. The function is flourishing and offers a vast array of tax solutions, both ready-made and bespoke.

Investment

It's vital that when arranging investments for school fees (or any other reason) that the most advanced techniques and technology is used. SFIA's Wealth Manager has access to virtually every listed fund, equity bond or gilt on the market as well as its own specialist fund designed specifically to give our clients a low risk bespoke school fees investment.

Pensions

Pensions are a very tax efficient way of saving and because clients can legally obtain pension benefits from age 50 (55 with effect from April 2010). They are now an increasingly important part of school fees planning. SFIA have a number of very experienced pension advisers and close relationships to providers in this market.

Protection

School fees are arguably the largest voluntary commitment a client can make - it's vital that our clients' incomes are protected against ill-health, unemployment and death. We have a special relationship with many providers and can get you the best deal available in the marketplace.

Mortgages

SFIA has its own specialist Mortgage broker. Clients are more than satisfied with the mortgage deals we are able to arrange for our clients.

Client Services

Once you become our client, we will offer to review your situation periodically by specific agreement, usually on an annual basis, to ascertain whether your financial policies are on track and to ensure your financial planning continues to meet your needs.