SA Financial Solutions
About us
SA Financial Solutions in Partnership with Söderberg & Partners Financial Planning.
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
Trust, professionalism, and a genuinely personal touch.
At SA Financial Solutions, we believe great financial advice starts with understanding people. Founded by Soji, a qualified financial adviser since 1992, our London-based practice combines over thirty years of experience with a genuine commitment to putting clients first.
We are a dedicated team of four, working closely with a select number of client households across industries including banking, law, accountancy, and entrepreneurship. By keeping our practice intentionally focused, we deliver a truly bespoke service – whether we meet in a London office or connect over a video call.
What matters most to us is the strength of our client relationships. Many span generations, with parents and their children trusting us to guide them through every stage of their financial journey.
In early 2026, we joined Söderberg & Partners Financial Planning, whose collaborative ethos and innovative technology align perfectly with how we have always worked – allowing us to spend even more of our time where it counts most: with you.
If you are looking for a financial adviser who genuinely puts your interests at the heart of everything, we would love to hear from you.