When you use our service to connect to an IFA in your area, we will provide:
You’ll get a call from your IFA within one business day
Free, no-obligation consultation
To discuss your needs and goals with your IFA in depth
Impartial, personally tailored advice
All IFAs are carefully selected, independent experts in their field
Transparent pricing with no hidden fees
Know what you’ll be paying before making any decisions
Do I need an IFA?
A local IFA can offer insight and guidance for a wide range of financial matters:
Investing a single sum, or regular investing.
Planning for retirement
Comparing rates and minimising charges, to get you the highest retirement income.
Everything from capital gains to inheritance tax.
Running a business
Workplace pensions, securing finance or company insurance.
How much does an IFA cost?
Our service is free for the initial consultation. Your IFA will charge either:
An hourly rate
This will vary based on the advice provided and will be agreed up-front
A small percentage
Ongoing investment management may be charged at a percentage of the overall value
For a one-off services such as transferring a pension or buying an annuity
This may apply to products such as insurance or mortgages