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How we work

SFIA is the leading school fees planning organisation in the UK. We have school fees specialists located throughout the UK. Operating in this marketplace since 1952, we have developed an array of planning tools and techniques to solve any customer requirement.

Our advisers are all well established and experienced professionals who are able to help you in any financial matter. As Independent Financial Advisers, authorised and regulated by the Financial Services Authority (FSA), we work on behalf of our clients and are able to select the best products to suit their needs from the entire marketplace.

A local adviser will call you for an introductory discussion with the option to arrange a free consultation at a place of your choice. At the first meeting we will fully describe our services and how we work. Some school fees solutions, based on your school fee schedule, will be presented to you to illustrate options available. We will gather and assess your personal and financial information, consider your objectives and needs in life and discuss these with you before recommending any plan of action.

We hope that you will use our services but naturally there is no obligation to do so. Once given the go-ahead, we will carry out a detailed investigation of your situation, fully research the marketplace and make our proposal.

SFIA are committed to providing the highest possible levels of service. We ensure you fully understand any proposal allowing you to make an informed decision before transmitting instructions on your behalf to third parties. We always try to obtain the most advantageous results from product providers on your behalf. SFIA are a well established and respected broker in the marketplace and can obtain beneficial rates for its clients.

When clients take out an Investment, Pension, or Life Insurance, for many adviser firms this is the end of the process, SFIA believe it is only the beginning. 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.

We embrace the Financial Services Authorities ‘Treating Customers Fairly’ principles to ensure customers are completely satisfied with the outcome of the advisory process. We take pride in the quality of our service, but if you are unhappy with any aspect, you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS). Although we have a complaints procedure and considerable indemnity insurance cover, we would rather that clients are immediately satisfied and raise any concerns before escalating a problem.

SFIA plans are highly flexible and allow payment dates to be altered, or for the benefits to be transferred to another child or for any other use.