SFIA is a firm of independent financial advisers specialising in providing advice on investments, retirement, protection, tax and mortgages. The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available.
Wealth and personal protection is an essential must-have to secure the future for you and your family if an unexpected life event happens. Different types of taxation can have an impact on all areas of wealth management, such as Income Tax, Capital Gains Tax and Inheritance Tax.
Wealth and personal protection is an essential must-have to secure the future for you and your family if an unexpected life event happens. Different types of taxation can have an impact on all areas of wealth management, such as Income Tax, Capital Gains Tax and Inheritance Tax.
Services
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.
The School Fees Insurance Agency (SFIA) Limited was formed in 1952 when Maidenhead GP Dr CP Stevens and an associate used endowments, annuities and life assurance policies to fund their family's private education. SFIA achieved charitable status in 1959 when the SFIA Educational Trust was established to reclaim tax paid on income.
At SFIA, we hire the very best people to ensure that we can provide the best possible service to our clients. Our advisers and administration team work together to deliver a market-leading service that has helped thousands of people to reduce their outgoings and make life easier.
At SFIA, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs and achieve their objectives in the most cost-effective way.
At SFIA, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs and achieve their objectives in the most cost-effective way.
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. The team at Sesui would like to thank you for your time and advice on the company pension scheme.
There is nobody in the marketplace that can offer the experience, specialisation and range of solutions we offer. We have helped thousands of families since 1952. SFIA are the market leader in school fees planning. With over 60 years of history and a team of nationwide experts, we have helped thousands of families realise their ambition of giving their children the best possible education, without breaking the bank.
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