When you use our service to connect to an IFA in your area, we will provide:
Your local IFA will respond to your enquiry within one business day.
Free, no-obligation consultation
Discuss your goals with your IFA in depth, online or over the phone.
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 investment advice?
IFAs can offer valuable insight and guidance into investment planning:
Expert knowledge on the best ways to invest for future growth.
The most effective ways of saving for your future plans and goals.
Utilise tax-efficient savings accounts to maximise your money.
Minimise the tax payable on your savings and investments.
How much does an IFA cost?
Our service is free for the initial consultation then an IFA will charge either:
An hourly rate
This will vary based on the advice provided and will be agreed up-front.
A small percentage
With ongoing investment management, you may be charged 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.