SFA Independent Financial Advisers based in Leicestershire provide a complete holistic independent wealth management advisory service to clients looking to plan for their retirement, generate income or capital growth from their investments, fund school and university cost fees, and who want to protect and preserve their wealth for future generations.
Ensuring your children or grandchildren receive the best education requires financial planning. Planning for retirement involves making the most of your pensions, investments and tax planning to create the lifestyle you can enjoy. Let us help you with your investment planning, providing a solution that suits your needs. Managing your wealth can be complex and time-consuming.
We help simplify things by addressing all aspects of your financial wellbeing from investments, retirement planning, pension advice, protection to tax and estate planning. SFA Independent Financial Advisers School Fee Adviser (SFA) trading style of Watermead Financial Ltd is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register).
Ensuring your children or grandchildren receive the best education requires financial planning. Planning for retirement involves making the most of your pensions, investments and tax planning to create the lifestyle you can enjoy. Let us help you with your investment planning, providing a solution that suits your needs. Managing your wealth can be complex and time-consuming.
We help simplify things by addressing all aspects of your financial wellbeing from investments, retirement planning, pension advice, protection to tax and estate planning. SFA Independent Financial Advisers School Fee Adviser (SFA) trading style of Watermead Financial Ltd is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register).
Services
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs.
We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely 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.
We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely 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.
At SFA Independent Financial Advisers, we provide comprehensive financial planning services for both private and corporate clients.
Whether they are saving for their, school fees, first property, taking drawdown from their retirement funds or focusing on growing and protecting their business.
With School fees rising faster than the rate of inflation, it can present financial challenges for parents who want to educate their children privately.
Whether you are saving for a specific goal like school fees or your own retirement, or just hoping to put away money for your family, SFA Independent Financial Advisers can help your put a plan together to help with reaching those goals.
Whether they are saving for their, school fees, first property, taking drawdown from their retirement funds or focusing on growing and protecting their business.
With School fees rising faster than the rate of inflation, it can present financial challenges for parents who want to educate their children privately.
Whether you are saving for a specific goal like school fees or your own retirement, or just hoping to put away money for your family, SFA Independent Financial Advisers can help your put a plan together to help with reaching those goals.
Do not overlook the importance of business protection, business owners need to plan for the unexpected too.
The aim of protection is to provide money for people who financially depend on you, or in the case of an employer to offer peace of mind to your employees.
It's important that you consider the impact and consequences that your death or your suffering from ill health might have on the people closest to you.
You might want to consider protecting your income in case of ill health.
Come and talk to us if you are interested in the cost of Private Health Insurance or Critical Illness cover.
The aim of protection is to provide money for people who financially depend on you, or in the case of an employer to offer peace of mind to your employees.
It's important that you consider the impact and consequences that your death or your suffering from ill health might have on the people closest to you.
You might want to consider protecting your income in case of ill health.
Come and talk to us if you are interested in the cost of Private Health Insurance or Critical Illness cover.
The Capital Gains Tax rate you use depends on the total amount of your taxable income, so work that out first.
Use these rates and allowances for Capital Gains Tax to work out your overall gains above your tax-free allowance (known as the Annual Exempt Amount).
Individuals, trustees of settlements and the personal representatives of deceased persons who have capital gains.
Information is based on our current understanding of taxation legislation and regulations.
Any levels and bases of, and reliefs from taxation, are subject to change.
Use these rates and allowances for Capital Gains Tax to work out your overall gains above your tax-free allowance (known as the Annual Exempt Amount).
Individuals, trustees of settlements and the personal representatives of deceased persons who have capital gains.
Information is based on our current understanding of taxation legislation and regulations.
Any levels and bases of, and reliefs from taxation, are subject to change.
For illustration only we have a selection of useful calculators.
We hope you find them useful but remember that the figures should not be used for making any financial decisions.
A mortgage is a loan secured against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
The value of pensions and investments and the income they produce can fall as well as rise.
You may get back less than you invested.
Use this calculator to help you work out how long it will take to repay your loan or how much you will need to repay each month.
We hope you find them useful but remember that the figures should not be used for making any financial decisions.
A mortgage is a loan secured against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
The value of pensions and investments and the income they produce can fall as well as rise.
You may get back less than you invested.
Use this calculator to help you work out how long it will take to repay your loan or how much you will need to repay each month.
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