All Archives - Page 9 of 21 - School Fees Planning

4th August 2016

Taking an active interest in your retirement savings Millions of savers currently spend very little time reviewing their pensions, with more than a quarter of savers (28%) admitting to never reviewing their retirement savings, while almost a fifth (19%) of those with a pension said they review it less than once every five years[1] according […]

2nd August 2016

A quarter of us could only afford to pay household bills for a maximum of three months Protecting your family should underpin financial planning, and it can also be a key business tool or estate planning mechanism. But, despite this, one in five (21%) people admit their household would not be financially secure for any […]

28th July 2016

What are the income options for your pension? Deciding what to do with your pension savings is an important step we will all have to take. Following changes introduced in April 2015, you now have more choice and flexibility than ever before over how and when you can take money from your pension pot. These […]

26th July 2016

Consolidating your separate pensions into one single pension wrapper If you’ve accumulated numerous workplace pensions over the years from different employers, it can be difficult to keep track of how they are performing. The process of bringing all your pensions together is called ‘consolidation’. It is often referred to as a transfer. If you have […]

21st July 2016

Investment company growth story of the decade Over a third of the investment company sector is invested in alternative assets as research suggests from the Association of Investment Companies (AIC). The term ‘alternative’ is used to cover many other types of investments that are not traded on stock markets. These might include the shares in […]

19th July 2016

Innovation in both finance and technology One of the main innovations in both finance and technology over the past few years has been the advent of crowdfunding. Crowdfunding is a way of raising finance by asking a large number of investors each for a small amount of money. In the past, financing a business, project […]

14th July 2016

One of the most important relationships you may ever have Few people really have the time to understand the significant number of financial products on the market at any time. If you’re looking to invest, buy a protection product or plan for the longer term, expert professional financial advice is essential to help enable you […]

12th July 2016

Getting your pension in shape to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a question that many people ask but struggle to figure out. There are many ways to assess your likely income in retirement and work out how much […]

7th July 2016

The economic effects of leaving the EU could cause unemployment to rise in the UK which would reduce the pressure for wage growth. The Treasury estimated that wages will be between 2.8% and 4% lower at the point of maximum impact. However, if the UK remains a member of the EU for at least another […]

5th July 2016

The UK’s exit from the European Union after 43 years is now set to happen. The vote by a majority of British people to leave the European Union on Thursday 23 June represents a very significant decision for the UK, for the European Union and indeed for the wider global economy. The UK voted to […]

Alison - London

Cheryl Thank you so much for negotiating the best deal for us. We are grateful for your knowledge and expertise, as well as the company for their advice.

Alison - London

Retired couple from Winchester

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 form Winchester

Dorset client

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.

Dorset client

Julie from Bracknell

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 - Bracknell

Jo Cox - Reading

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 - Reading

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

Lifetime Mortgage benefit

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 - Bury

Mark Birtwhistle - Saffron Walden

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

Mark Birtwhistle - Saffron Walden

Dr Caroline Hanlon - Oxford

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 - Oxford

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

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.

A happy Dorset customer

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.

Sesui Group Pension Scheme

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 - Banbury

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.

Alice – St Albans

The material on the site is the copyright material of SFIA. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public or otherwise use SFIA’s content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. SFIA does not accept any liability for your reliance upon, or any errors or omissions. Any other use of SFIA’s content requires the prior written permission of SFIA.

SFIA is authorised and regulated by the Financial Conduct Authority no: 662963 and is bound by its rules.

Your home may be repossessed if you do not keep up repayments on your mortgage. Will writing is not regulated by the Financial Conduct Authority.

Why now is the time to review your pension

Lack of preparation for the unexpected

Retirement freedoms

Managing your retirement savings

Alternative assets

Advent of crowdfunding

Advice with you in mind

Are you fit to retire?

Brexit: the point of maximum impact

UK’s exit from the European Union after 43 years

School Fees Planning

Partner schools

Why SFIA

How We Help