Who We Are

At SFA Independent Financial Advisers, we are a firm of independent financial advisers and wealth managers based in Leicestershire. With over 15 years of experience, we specialise in providing complete bespoke holistic advice on school fees planning, wealth creation, retirement and investment planning, and protection. Our team is dedicated to helping individuals navigate complex financial markets and achieve their financial goals.

Our Services

We offer a wide range of services, including:

School Fees Planning: Ensuring that your children or grandchildren receive the best education requires careful financial planning. Our experienced advisors will work with you to create a tailored plan to help you meet the cost of future fees.

Retirement Advice: Planning for retirement involves making the most of your pensions, investments, and tax planning to create the lifestyle you can enjoy in your golden years. Our experts will work with you to create a personalized plan to ensure your financial security in retirement.

Investment Advice: Whether you're looking to grow your wealth or generate income, our investment advice services will help you make informed decisions. Our experienced advisors will work with you to create a customized investment strategy that meets your needs and goals.

Wealth Management: Managing your wealth can be complex and time-consuming. Our wealth management services offer a comprehensive solution to help you achieve your financial goals. We will work with you to create a tailored plan that addresses all aspects of your financial wellbeing, from investments, retirement planning, pension advice, protection to tax and estate planning.

How We Work

At SFA Independent Financial Advisers, we believe in building rewarding relationships with our clients. We understand that taking financial advice can be daunting, which is why we take the time to get to know each of our clients and create a personalized plan that meets their unique needs.

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.

About Our Team

Our team is led by Ash Pankhania, DipPFS, who has 35 years of experience in the financial services profession. Ash is a passionate advocate for high-quality, professional financial planning with clearly defined service levels and a transparent fee structure. He is committed to providing exceptional service and building long-term relationships with his clients.

Get in Touch

If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to contact us. You can reach us by phone at 01162 202 277, email at enquiries@schoolfeeadviser.co.uk, or mobile at 07973 394 775. We look forward to working with you.