Advantage IFA Ltd
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Employee benefits
- Group pensions
- Group protection
-
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.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.