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Your assurance

Privileged Market Leader

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 market-place and can obtain beneficial rates for its clients.

Monitor Performance

As a principle, we only work with the leading financial institutions whose performance and strength have been proven over many years. Our service commitment is to monitor the performance of your chosen school fees plan, advise you of progress and make adjustments, should your needs change.

Guaranteed Bespoke Plans

There are investment plans available that guarantee that their returns will meet expected payment needs. Our tailored plans will contain an element of guaranteed return depending on financial circumstances. The amount of low risk investment proposed will depend on your attitude to risk; we will only recommend products that are suitable for you.

Protecting your Payments

Over 80% of parents pay their school fees out of income. If the principal parental income ceases due to redundancy, unemployment or accident and sickness, many parents find it difficult to continue to fund independent education for their children. There are products available that we can advise parents about that protect school fees payment and ensure that their children complete their independent education.

FSA Regulated Independent Advice

SFIA is authorised and regulated by the Financial Services Authority (FSA) which guarantees consumer protection and ensures that our consultants are professionally qualified; that they strictly follow recommended procedures and that they operate as truly independent advisers. Additional information about the FSA can be found on the FSA Website at http://www.fsa.gov.uk.

We ensure that you are provided with the highest level of protection under the regulatory system and you may have the right to take any complaint to the Financial Ombudsman Service.

We are permitted to offer Independent Investment advice in relation to Pension, Protection, Insurance and Mortgage products, including Lifetime Mortgages and Reversionary Plans, from the whole of the market.

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