Advantage IFA Ltd

Independent Financial Adviser Temple Court, 13a Cathedral Road, Cardiff, CF11 9HA
FCA verified
19th August 2019
We provide a clear financial plan so you can have confidence in your future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Craig Payne FPFS
Chartered Financial Planner
Where to find us

Temple Court, 13a Cathedral Road, Cardiff, CF11 9HA

About us

Advantage IFA is a small professional practice. Our clients are at the centre of what we do. We listen to what you tell us is important to you before working to research and present the best options for your particular needs.

Advice is provided by Craig Payne, a Chartered Financial Planner with additional qualifications in retirement planning, savings & investments and inheritance tax planning. We work on a fee basis and aim to build long term relationships with our clients by exceeding your expectations and charging a fair rate for our work.

No charge is made for an initial meeting.

Our services

We listen to what you say and provide you with your options in a simple and open manner. There is no pressure, just a clear explanation of your options with a recommendation so you can decide what you want to do.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

The views expressed on this website do not constitute advice. No financial decisions should be taken based upon the content of this site. Always take full advice first. Legislation and tax rates may change in the future. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.

Advantage IFA Ltd is authorised and regulated by the Financial Conduct Authority. Registered Address: Combe Cottage, Union Road, Coleford, Gloucestershire, GL16 7QB. FCA Number 800759. Registered in England & Wales. Company No. 07175612

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