1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Cardiff
  8. breadcrumb-arrow
  9. Riverside
  10. breadcrumb-arrow
  11. Advantage IFA Ltd

Advantage IFA Ltd

Independent Financial Adviser  Temple Court, Cardiff, CF11 9HA
check
FCA authorised
Last authorised 23rd May 2022
We provide a clear financial plan so you can have confidence in your future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Craig Payne FPFS
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

Similar advisers near you

LUNA Financial Planning Ltd
Restricted - whole of market 0.39 mi
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
 
See profile
DHM Wynchwood
Independent Financial Adviser 0.49 mi
Clear, Simple, Proactive. We aim to leave you in a better place than when we met. We are independent, whole of market, financial advisers striving to achieve our client's goals.
 
See profile
NTM Financial Services Ltd
Independent Financial Adviser 0.58 mi
We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
 
See profile
uprosper®
Independent Financial Adviser 0.64 mi
Online financial advice service covering investments, pensions, protection mortgages. Communicate online 24/7. Low-cost fixed fee option, and pay monthly options available. Among the cheapest advisory services in the country.
 
See profile