With Tax Laws & Finances becoming ever more complicated, there has never been a better time to choose Money@IFA to help you plan your future. We can look at what types of savings and investments are suitable for achieving your investment goals. A financial adviser can advise you on where to grow your money.
You have found us because you are looking for uncomplicated and sound financial advice. We are professional, qualified independent financial advisers (IFAs). Money@IFA are authorised to deal with many forms of financial service products. We specialise in giving advice to clients on a wide range of financial matters to assist with personal financial planning.
You have found us because you are looking for uncomplicated and sound financial advice. We are professional, qualified independent financial advisers (IFAs). Money@IFA are authorised to deal with many forms of financial service products. We specialise in giving advice to clients on a wide range of financial matters to assist with personal financial planning.
Services
About us
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We are authorised to deal with many forms of financial service products and specialise in giving advice to clients on a wide range of financial matters to assist with both personal and business financial planning.
We are fully independent and not tied to one or a limited range of financial institutions and therefore have access to the whole "market" for "financial products", as well as being able to recommend courses of action or inaction for your benefit which may not involve financial products.With almost 25 years ensuring that our clients receive the advice and support they require throughout their careers and beyond.
We are fully independent and not tied to one or a limited range of financial institutions and therefore have access to the whole "market" for "financial products", as well as being able to recommend courses of action or inaction for your benefit which may not involve financial products.With almost 25 years ensuring that our clients receive the advice and support they require throughout their careers and beyond.
Our Fees
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Because our service is giving informed, expert financial advice, we charge a professional fee for that advice, on a transparent basis agreed in advance. We are not commission-driven and do not purport to give "free advice" in the hope of selling you a product, as many others do. Our advice is not free, because it is valuable and likely to benefit you.
Treating You Fairly
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Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Areas of Advice
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Money@IFA Ltd offer independent financial advice to individuals, trustees and businesses specifically designed around their individual circumstances. The right investments can offer real opportunities to enhance your wealth and protect it against inflation. Money@IFA Ltd is a whole of market and has access to thousands of funds to choose from and can provide you with expert advice to help you build an appropriate portfolio.
Wealth Management
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We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The right investments can assist you in growing your wealth and protecting it against inflation.
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