In today’s evolving financial landscape, the Financial Conduct Authority (FCA) has strict protocols to ensure clarity for customers about the different types of advice services on offer, including charges for these. We are regulated and authorised by the FCA.
Many financial advisers are restricted and can only offer solutions from selected providers. We, on the other hand, are free to create financial plans that are totally unconstrained by any obligations – other than to you, the client. We offer solutions that are drawn from the whole market.
Since IFA Financial Services (UK) Ltd was established in 1994 by Nick Self (Dip FA MRICS), we have always prided ourselves on our unique skill sets and qualifications that provide clients with trusted independent financial advice.
Our clients tell us that the things they value about working with us include;
We know that each client will have unique needs and circumstances. We therefore also provide financial advice in respect of issues arising from divorce (such as pension sharing arrangements), and issues arising from the loss of a spouse or partner (such as the provision of a budget plan to help maximise your income and minimise your expenses).
Ultimately, our role is to try and grow your wealth within your investments and pension. Through our personalised services, we recommend flexible, efficient and tailor made ways to protect your assets and lifestyle through the investment, pension and protection markets.
Being a modest family business means that we are small enough to genuinely care about every single client with whom we work. We start by listening and getting to know you and what you really want to achieve, both personally and financially. Our job is to help with the financial planning you need to achieve these goals.
We are particularly proud of the fact that many of our clients have been with us since we started the business back in 1994, and that our business has grown because of regular referrals to family, friends and work colleagues.
We look after a range of clients with different needs and objectives, many of whom are high net worth individuals, successful self-employed business men and women, company directors and semi-retires/retired clients.
Our office is centrally located in Bishop’s Stortford, being strategically placed with good rail, road and air transport.
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IFA Financial Services have provided me with mortgage and pension advice over a number of years. They have consistently provided a highly professional and efficient service in an extremely friendly and approachable manner. Advice, whenever needed, is readily given and clearly explained. I feel that my financial affairs are in very safe hands and on this basis I would recommend then to anyone.
The staff were very friendly and helpful to ease us through this process. Thank you all very much for sorting out this for me and if I need any help in the future I know where to come.
Allowing IFA to guide my husband and I with our finances is one of the best decisions I have made. I feel secure with arrangements for my pension and savings. You know they are genuinely interested in helping when they advise you to leaving certain savings where they are rather than them taking control.
I had paid little attention to my pension arrangements during a working life where I ran several of my own companies and was both was self-employed and an employee for periods. Frankly I was suspicious of “financial advisers” during the bad old days of the 70s, 80s and 90s when they were nothing more than insurance salesman more motivated by commission payments than their clients’ well-being.
We were recommended to IFA by a friend as I was in need of advice about my pension arrangements. I am happy to say that the advice we received has proved very beneficial and although our circumstances have changed quite a few times since our first meeting in 2016 we have found IFA to be helpful in discussing our new needs and prompt in meeting our requirements.
CONTACT US
IFA Financial Services
Insight House
7a Alkmaar Way
Norwich International Business Park
Norwich
NR6 6BF
T: 01279 655200
Email Us
IFA Financial Services (UK) Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 447432 http://www.fca.org.uk/register.
IFA Financial Services (UK) Ltd Registered Address: Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF. Registered in England & Wales, No. 5667453.
Neither IFA Financial Services (UK) Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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