Sanjay Avtar

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.

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.

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.

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.

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!

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.