Welcome to Schaefer Financial

Welcome and thank you for visiting our website.

The fact that you are reading this means you are looking for something - perhaps your circumstances are changing and you need help with setting up a new investment or reviewing an existing portfolio, maybe you would like to start taking your pension benefits. We are here to help you.

Successful financial planning is based first and foremost on the relationship between the adviser and the client, if this isn't strong then the trust/dialogue is affected.  The client's needs and requirements need to match the adviser's skills and expertise. Strong relationships are at the heart of our business, with our staff, our clients and our working relationship with fellow professionals and product providers.

Financial decisions need to be made with knowledge and understanding. Our job is to find out what you are looking for, use our knowledge and skills to identify the right course of action and recommend suitable products, then present this in an understandable format so that you can make the right choice. Finally, we need to implement the agreed proposals and monitor them going forward.

The aim of this website is to help you understand how we work and introduce our range of services. You can then decide if you would like to talk further or arrange an initial meeting.

The Credit Crunch is high on everyone's agenda so we explain how we have performed on the drop down menu on the home tab above.