“We first contacted Phil and his team at Schaefer Financial several years ago to organise us and the mess of paperwork relating to various pensions and finances.

This was organised calmly and efficiently and we were delighted by the outcomes allowing us clarity of figures (and mind) to show us the possible ways to use our finances to the best advantage. We have always been given clear, sound advice and options. This has enabled us to grow our pension knowing it was in safe hands. Their wide knowledge and personalised service has helped us deal with some financially difficult times keeping both our finances and us healthier. We cannot recommend Phil and his team highly enough.”

Bob & Rosie

“We have always kept good records and been careful with our pensions and investments but wanted a service from a local team that can continually make sure that our money is in the best place to meet our long term goals. SFM has a depth of knowledge in global markets and financial services but is able to provide a personal service too. Their Wealth Management Service is ideal for us.“

Steve & Angie

“I have used Schaefer Financial for over ten years and have been happy with the results. Phil and his team offer a comprehensive solution to all aspects of financial planning with a thorough knowledge of all the various areas. My portfolio has grown steadily without my having to worry about risky investments. They are willing to listen to criticisms and offer good ideas.“

Andrew