SA Financial Solutions
Financial planning built around you.
Objective-based financial planning built around your life, your goals, and your future. We take the time to understand what matters – and build relationships that last
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
About us
Your financial future, personally guided.
Finding the right financial adviser is about more than expertise – it is about finding someone who takes the time to understand what truly matters to you. At SA Financial Solutions, we have been doing exactly that for over thirty years, building lasting relationships with individuals, families, and professionals who value advice that is as personal as it is professional.
As a dedicated team of four, now part of the Söderberg & Partners Financial Planning partnership, we combine the care and attention of a boutique practice with the strength and innovation of a forward-thinking partner – so you always receive guidance that is as individual as you are.
Who we help
Advice designed around your life
Everyone’s financial situation is different. Whether you are planning for your family, building a business, or preparing for the future, our advice is designed to help you make informed decisions with confidence. We take the time to understand your circumstances and provide clear, long-term financial planning tailored to your goals.
Individuals & Families
A clear plan for your family’s future
Professionals & High Earners
Make the most of what you earn
Business Owners
our services
Financial planning built for you
Effective financial planning begins with expert advice. We examine your entire financial landscape – goals, responsibilities, and ambitions – to develop a personalised strategy that fits your needs. Whether you’re building wealth, growing a business, or preparing for retirement, we guide you towards approaches that support your objectives.
Our capabilities span retirement, investments, protection, and more, with tax planning integrated into every recommendation to maximise allowances and ensure your arrangements align with your broader goals – all within a plan designed just for you.
The advice journey
Six steps of your journey to Clarity
Our structured process ensure nothing is left to chance. Every step is designed to give you confidence transparency and a plan that truly works.
01
Initial Conversation
We begin by learning about your story, values, and goals. In our first complimentary meeting, your adviser will discuss your financial and life objectives, whether you’re planning for retirement, building wealth, protecting loved ones, or preparing for future generations. This conversation sets the foundation for tailored advice.
You can share as much as you like. Your adviser will outline how your information informs our recommendations, ensuring our guidance aligns with your priorities.
Our discussions will include
- Clear understanding of your objectives
- Overview of our process and fees
- Confirmation to proceed to the following stage
02
Discovery & Analysis
After we’ve discussed your goals, we’ll thoroughly review your finances – covering your income, expenses, assets, and debts. Investing carries a certain level of risk, so your adviser will help determine both your comfort with risk and the degree you can realistically take on. This ensures that all suggestions are tailored to fit your financial situation, resources, and aims.
What will this include
- Complete financial snapshot
- Attitude to risk assessment
- Cashflow modelling inputs
03
Research & Strategy
Our team carries out comprehensive market studies, product evaluations, and financial analyses. We rigorously test various scenarios, simulate multiple outcomes, and determine which strategy aligns best with your situation. Your adviser will then assess your current setup – including costs, performance, guarantees, and suitability – to ensure it meets your needs. If maintaining your existing arrangements is the most advantageous choice, they will communicate that clearly.
What will this entail
- Product & market comparison
- Tax impact analysis
04
Recommendation
After the research is completed, your adviser prepares a comprehensive Suitability Report. This document outlines their recommendations in detail, explains the rationale behind them, highlights any associated risks, and provides a full breakdown of costs. You will have all pertinent information available prior to making your decision.
What you'll receive
- Full suitability report Detailed cashflow projections
- Detailed cashflow projections (where required)
- Clear cost disclosure (Step-by-step implementation plan
05
Implementation
Should you choose to proceed, your adviser and their team will oversee all aspects of the process – including applications, transfers, identity verification, and product setup. You are not required to manage paperwork or interact directly with providers. Throughout each stage, your adviser will maintain consistent communication, ensuring you remain informed about your application’s progress and upcoming steps.
What you'll receive
- Application processing & tracking
- Fund selection & allocation
- Policy documentation & confirmations
06
Ongoing partnership
Your financial plan is designed to be flexible, just like our partnership with you. We keep a close watch on your portfolio, check your goals every year, and adjust your strategy as your circumstances change. You’ll always have someone available to help when you need it. Because life, markets, and tax laws are constantly evolving, our ongoing advice service ensures your adviser reviews your plan annually and offers continuous support – details follow below.
Your ongoing support will include
- Annual review meeting
- Update of your current circumstances
- Assessment of whether you’re on track to meet your objectives
- Suitability of your current plan
Our team
Meet the people behind your plan
An experienced team of advisers and professionals dedicated to your financial wellbeing.
Insights & commentary
Thinking that matters
Plan today, protect tomorrow
Secure your legacy so your loved ones can thrive for generations to comeWealth succession planning should be at the heart of your financial strategy. Discussing
Your roadmap to a successful retirement transition
Have you planned your timeline, lifestyle, and finances for when you stop working?Regardless of when you plan to retire, there are several key considerations that
Secure income and protect your wealth
Balance dividends and bonds for steady growth and stabilityFor many investors, securing a steady stream of income from their portfolios is a common goal, whether