About Us
Your family’s and your financial future are amongst the most important plans you’ll ever make which is why you need a trusted and highly qualified IFA dedicated to listening, guiding and advising you with the best options to suit your personal situation.
SBA Financial is a family practice which is committed to doing exactly that. The man behind this philosophy is Managing Director (Advising Director) and Founder Steven Blofield CertsPFS, Ce-MAP, CeRER, SWW.
Steven’s not alone either, working alongside him are a team of dedicated account managers so that each client has their own personal point of contact. Steven has always felt that customer care is every bit as important as providing top class, truly independent advice.
Steven & all of his team dedicate a lot of time and resources every week to training and development, which is aimed at keeping them on top of the financial industry.
How does this impact on your life? At SBA we simply live and breathe ‘finance’ so you don’t have to. You will find it near impossible to find another individual so dedicated and on the ball when it comes to Financial Planning. So you can have the peace of mind that you’ll be benefiting from the best advice.
In addition to providing independent advice, Steven also makes time to contribute and share his expert knowledge to readers of the Meon Valley News, in which he writes a regular column. He is also proud to be a contributor and sponsor of Express FM, the local community Radio Station.
Steven and his team are also very proud of the fact that they raise thousands of pounds each year for the benefit of many local charities, through their various Charity Events.
The SBA Group consists of 2 companies:
SBA Financial Ltd
Is a firm of Independent Financial Advisers that is directly authorised and regulated by the Financial Services Authority (FSA). It is this company that provides all regulated advice to clients and arranges the implementation of all regulated products and services.
SBA Solutions Ltd
Is the sister company and provides all non regulated advice to clients. It also arranges all client seminars and events, as well as providing training for other IFA’s.
Each company within the group may refer clients to any other company within the group. At no time is information passed to companies or individuals outside of the group without the clients express authorisation.