About SFIA

SFIA is a firm of independent financial advisers specialising in providing advice on school fees planning, investments, retirement, protection, tax and mortgages.

We’ve been helping clients to navigate complex financial markets since 1952 and from those very early days our business has evolved primarily through client recommendations.

Based in Maidenhead, Berkshire we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients’ wealth and sense of well-being.

Our qualified network of independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions – if there’s anything we can’t do, we have access to those that can.

Building rewarding relationships

Our initial meeting is usually without charge, after which we provide a full explanation of costs in writing. We do nothing until we have a thorough understanding of our clients’ requirements.

With that knowledge, we can identify the solutions that will enable our clients to achieve their goals, delivered by a personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients’ other professional advisers such as accountants and solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them achieve their objectives.