Schaefer has existed in various trading forms since 1983. During that time we have helped our clients weather the storms of life and the financial markets: we are truly “with them all the way”.
Our Mission
We believe you get one shot at life, so make it a good one.
We support our clients and their families to:
achieve their goals and aspirations in life;
to be content; and, where possible,
to remove any financial worries they may have.
We do this by making the most of their wealth through cashflow forecasting, leading to careful investment, retirement, estate and tax planning. The first task we carry out though is to consider risks to the current situation such as a lack of financial protection or Wills and lasting Powers of Attorney.
“We genuinely feel we found one in a million. We wouldn’t want anyone else.
They are proactive. They’re holding the reins. They steer me in the right direction.”
What We've Achieved
From 2009 Schaefer has met the eligibility criteria for the prestigious status of Chartered Financial Planners awarded by the Chartered Insurance Institute (CII)
We have successfully steered clients’ investments and pensions through some serious market crashes - including the 2000 Dotcom Crash, 2007/08 Great Financial Crash and the more recent 2020 Covid-19 related crash.
We have helped our clients protect their families from the financial impact of life’s tough events like death and serious ill-health.
No one wants to work forever, and we have been integral in helping clients retire in comfort.
We have assisted clients with tax efficient planning to maximise returns from their investments.
Perhaps our biggest achievement is that we have taken much of the worry out of clients’ finances.