Your financial peace of mind is our priority
Welcome to Money@IFA, a dedicated team of professional and qualified independent financial advisers. We are committed to providing uncomplicated and sound financial advice to our clients, specialising in savings and investments, pensions and retirement planning.
At Money@IFA, we understand that the world of finance can be overwhelming, with an ever-growing array of financial service products and tax laws becoming increasingly complex. That's why we're here to help you navigate this landscape with confidence. We are authorised to deal with many forms of financial service products and specialise in giving advice to clients on a wide range of financial matters to assist with both personal and business financial planning.
As independent financial advisers, we are not tied to one or a limited range of financial institutions. This means we have access to the whole "market" for "financial products", allowing us to recommend the most appropriate solutions for your personal circumstances. We provide clear, impartial advice, often simplifying the more detailed aspects of the advisory job into simple actionable tasks. Our goal is to ensure our clients receive the advice and support they require throughout their careers and beyond.
Our Services
*Investment Planning*
We can help you grow your money by providing advice on the types of savings and investments suitable for achieving your investment goals. Our financial advisers will work closely with you to understand your financial objectives and risk tolerance before recommending a diversified investment portfolio tailored to your needs.
*Tax Planning*
Effective tax planning is essential to maximising your wealth. At Money@IFA, we can help you gain a better understanding of where tax is eroding your income and savings. By carefully assessing your financial situation, we can advise on tax-efficient investment strategies and estate planning to minimise your tax liabilities and boost your finances.
*Wealth Management*
Our wealth management services aim to forecast your long-term needs so you can pass on your remaining wealth to your family whilst leaving provision for yourself and your retirement. We work closely with our clients to understand their aspirations and devise a tailored wealth management plan that considers retirement funding, investment growth, and inheritance tax planning.
*Pensions and Retirement*
Managing pension funds and planning for retirement can be daunting. With numerous pension options available, we assist our clients in making informed decisions regarding their retirement planning. Whether you are looking to consolidate your pensions, invest in an annuity, or set up income drawdown plans, our specialist pensions advice will help ensure you achieve your desired retirement lifestyle.
*Family Protection*
At Money@IFA, we understand the importance of safeguarding your family's financial future. We offer specialist advice on life insurance, critical illness cover, and income protection to provide peace of mind that your loved ones will be financially secure in the event of unforeseen circumstances.
Meet the Team
Our team of experienced and dedicated independent financial advisers is here to provide you with the highest level of service and expertise. With almost 25 years of experience ensuring that our clients receive the advice and support they require throughout their careers and beyond, you can trust Money@IFA to help you plan your future.
Disappointing Experience with Financial Advisor
Unmet Expectations
The reviewer, Angela Simpson, had a disappointing experience with a financial advisor, Mr. Griffin. Despite having an appointment and explaining her personal situation, she felt pressured into allowing him to come to her home, despite her initial reservations.
Lack of Communication and Follow-Through
The reviewer was left waiting for three weeks without any information or updates from Mr. Griffin, despite having signed paperwork allowing him to explore further options. It was only after repeated requests that she received the necessary information.
Concerns about Motivations
The reviewer's experience raises concerns about the motivations of the financial advisor, with the possibility that he may have been more interested in creating debt for her than providing sound financial advice.
