All prospective clients are offered an initial confidential meeting which is without charge or obligation. This gives us the opportunity to assess how SFS can help you with your financial requirements.

Our service begins with a comprehensive review of your existing financial arrangements and your short and long-term objectives. We then recommend appropriate strategies, balancing investment performance with tax efficiency and cost-effectiveness. We would usually advise periodic reviews of your investment portfolio and finances to ensure that your financial needs continue to be met and remain on track.

Our advice is based on specific criteria concerning the financial strength and performance record of the companies we recommend. We take into account any issues surrounding risk, resource, any tax implications and the market conditions.

Click here to download our Client Agreement and Financial Planning Questionnaire.

Client Agreement

Financial Planning Questionnaire

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