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.

Retired couple from Winchester
Posted on 14 August, 2017.

I have no hesitation in recommending Alan Wilson 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 has always been there when you need it.

Client from Dorset
Posted on 31 July, 2017

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 of my friends that are looking to purchase properties.

Thanks again!

Julie Mellor from Bracknell
Posted on February 22nd, 2017

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.

Jo Cox from Reading
Posted on February 21st, 2017

“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 amazing service that we have received.

Again, massive thanks for making a task that could have been a headache to be smooth sailing.”

Lisa Clarke from Absolute Calibration
Posted on January 18th, 2017

“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 maters – emotional too- with great clarity such that 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”

Richard & Falmai Youngman of Bury
Posted on January 11th, 2017

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

Mark Birtwhistle of Saffron Walden
Posted on November 23rd, 2016

“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.”

Dr Caroline Hanlon of Oxford
Posted on November 15th, 2016

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!

Fiona Reynolds of Banbury
Posted on June 20th, 2016

“My SFIA adviser has always put my interests first by giving sound and trustworthy advice. I was recommended to him by some people at St Mary School where he set up their pension. I have also recommended him to other people and have no hesitation in continuing to recommend him.”

A happy Dorset customer
Posted on March 18th, 2015

Taking the time to understand our clients’ needs

Contact us today for a full assessment of your circumstances. Please contact us on 01628 566777 or email webenquiry@sfia.co.uk.

“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.”

Mr A Reis – Salisbury
Posted on March 3rd, 2015

“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.

Thank you for your support on making this an easy process for all the staff the one to one sessions have really worked well.”

Lee Bryant,
Managing Director
Sesui Group Pension Scheme

Posted on February 23rd, 2015

“A consolidated school fees plan with a pension funded by my business provided instant access to funds, solving my cash-flow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage at a suitable future date and spread payments over a longer period.

The investment plan recommended by the tax planning division will realise approximately £100,000 tax free profit by 2025 and the school fees pension plan described is very flexible.”

Alice – St Albans
Posted on January 28th, 2015

“We were paying school fees from our net income, with our main asset being our home with a value of £300,000. An interest only mortgage with an ISA investment to pay off the capital was selected as our best strategy, with a monthly investment of just under £500 projected to pay off our mortgage over 15 years, with flexibility to alter the time period and contribution at any time.

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

Chris – London
Posted on January 28th, 2015

“We did not think we had enough disposable income to fund our son’s education, as – despite his grandparents willingness to help – Our mortgage was to be repaid by endowments which were performing badly, and we also had substantial credit card and car loans.

We were advised to sell the endowment policies to repay loans to fund the first two years of school fees, with a repayment mortgage replacing the endowment mortgage and cheaper arrangements made to protect the mortgage as well as the school fees. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the five remaining school years and meaning the shortfall in our mortgage was addressed, even leaving us £60 per month better off!”

Fiona and Pete Morgan – Sussex
Posted on January 28th, 2015

“Faced with the almost impossible task of financing public school fees for our two boys, we contacted SFIA. The level of service was frankly outstanding. Their adviser called at a time to suit us (8.00pm), took all our details and went away to come up with a finance 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!”

Jackie – Surrey
Posted on January 28th, 2015