Marjorie Russell

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.

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.

Fiona and Pete Morgan, Sussex

We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off.

Jo and Neal Cox, Reading

Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future.

Mr Gupta, Liverpool

Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken.

Retired lady, Hatfield

We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider.

Sesui Group Pension Scheme, Oxford

The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can.

Mark Whittaker, Stamford

We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs.

Margaret Olive, Salisbury

I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response.

Mr Blake

My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough.

Mr Lazenby

I have used the SFIA group to assist with school fee planning. I’ve found them to offer detailed advice, routes and approaches to manage my finances around school fees, and generally, around investment strategies.

Mr Moss, Ilminster

We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments.

Colin, Bucks

Outstanding

Lisa Clarke

I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.

Chris, London

SFIA’s flexible plan maximised our tax free interest and made school fees affordable, as well as assuring the continuity of private education for our children.

Mark Birtwhistle, Saffron Walden

Paul has always put the financial interests of our family first. I could not ask more from a financial adviser.

Julie Mellor, Bracknell

I just wanted to say a huge thank you for organising my mortgage, you made everything so simple and it all went very smoothly. I will certainly be recommending you to any friends that looking to purchase properties, thanks again!

Fiona Reynolds, Banbury

Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl.

Dr Caroline Hanlon, Oxford

The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.

Retired couple, Winchester

We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.

Richard & Falmai Youngman, Bury

We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by.

Mr A Reis, Salisbury

My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.

Neale Moss, Ilminster

We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down.

Jackie, Surrey

Faced with the almost impossible task of financial public school fees for our two bouts, we contacted SFIA. The level of service was frankly outstanding. Their adviser called at a time to suit us (8pm), took all our details and went away to come up with a financial plan. As a result we can not only afford the school fees but can keep our holidays too. Life for us will almost remain the same. Truly amazing. Our sincere thanks to all the team!

Mr Gardner

For over a decade, Adrian has made getting mortgages and remortgages a simple process. His communication is excellent, both in explaining my options and in updating me on any progress. Most importantly, I know that when he says he can deliver a solution, he will.

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.

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.

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.