Advantage IFA Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
Temple Court, 13a Cathedral Road, Cardiff, CF11 9HA
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.
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.
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