Our Team & Expertise
We’re as individually minded today as we were back when the business was founded in 1995.
We’re a tight-knit group of trusted advisers who build invaluable relationships with our clients to help you prosper, your way.
We believe our combined experience and sense of team is what gives us an edge. We’re also highly skilled in managing investment strategies, international risks and your financial wellbeing. All complete with our genuine desire to help others.
Meet The Team
Director & Financial Adviser
“Over 25 years ago I started SFS as a small boutique personal financial planning business focussing on delivering high quality, personal service to our clients. The business has exceeded all expectations and I am most proud of the support we have provided for clients.”
I’ve been with SFS for many years and have loved watching the business grow. The team are always warm and welcoming when I am in the office and make my job so easy. Their energy, calm heads and down to earth personalities are just some of the reasons I enjoy coming to work so much.”