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. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender's offer.
Over the course of more than 60 years, we have helped countless families to realise their ambition of giving their children the best possible education without breaking the bank.
Different types of taxation can have an impact on all areas of wealth management, such as Income Tax, Capital Gains Tax and Inheritance Tax. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender's offer.
Over the course of more than 60 years, we have helped countless families to realise their ambition of giving their children the best possible education without breaking the bank.
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.
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.
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.
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.
This money was used to fund private school education for gifted children from families who could not afford fees.
A general fund was created for members where contributions could be made free of tax in return for guaranteed future school fees - something that later became the standard method of paying school fees, being adopted by financial institutions and professionals across the country.
SFIA achieved charitable status in 1959 when the SFIA Educational Trust was established to reclaim tax paid on income.
This money was used to fund private school education for gifted children from families who could not afford fees.
A general fund was created for members where contributions could be made free of tax in return for guaranteed future school fees - something that later became the standard method of paying school fees, being adopted by financial institutions and professionals across the country.
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.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
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.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
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.
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.
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.
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.
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.
As a leading, well respected authority in the industry, we have the knowledge, experience and resources to help you achieve your education goals.
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.
As a leading, well respected authority in the industry, we have the knowledge, experience and resources to help you achieve your education goals.
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