Martin Watkins

Mr Hewland, London

It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.

Alice, St Albans

A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage.

Mr Bailey, London

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.

Colin, Bucks

Outstanding

A client, Dorset

I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.

Ms Saini

We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.