Our Service
When you use our service to connect to an IFA in your area, we will provide:
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Rapid response
Your local IFA will respond to your enquiry within one business day. -
Free, no-obligation consultation
Discuss your goals with your IFA in depth, face-to-face or over the telephone. -
Impartial, personally tailored advice
All IFAs are carefully selected, independent experts in their field. -
Transparent pricing with no hidden fees
Do I need an IFA?
Independent financial advisors can offer valuable insight and guidance for a wide range of financial concerns:
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Pensions and Retirement Income Advice
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Investments, Savings and Tax Planning
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Insurance and protection
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Business advice and general financial planning
How much does an IFA cost?
Our service is free for the initial consultation then an IFA will charge either:
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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. -
Fixed fee
For a one-off services such as transferring a pension or buying an annuity. -
Commission
This may apply to products such as insurance or mortgages.