Advantage IFA Ltd

Independent Financial Adviser  Temple Court, Riverside, Cardiff, CF11 9HA
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FCA authorised
Last authorised 6th July 2020
We provide a clear financial plan so you can have confidence in your future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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