Matt Penson

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.

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.