We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.
We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.
It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:
Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.
Read lessIFA 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.
© Copyright 2024 - Adviser Pro - All Rights Reserved
Design and Developed by Adviser Pro © 2024