Financial Design (Ifa) Ltd

Independent Financial Adviser Financial Design (I F A) Ltd, The Business Resource Network, 53 Whateleys Drive, Warwickshire, Kenilworth, CV8 2GY

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

We value face to face advice and feel we work hard to give our clients a better outcome

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance

Meet our advisers

Alan Crowley DIP PFS MAQ

Financial Adviser

Qualifications & Accreditations Hide qualifications

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

HR1 - Home Reversion Plans (CII)

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

What were the circumstances that caused you to look for a Financial adviser? A requirement for pension advice and possibility of remortgage. How did Alan Crowley help you? Provided excellent pension advice and sourced a very good mortgage deal. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? N/A

Aine Bland, West Midlands

What were the circumstances that caused you to look for a Financial adviser? Required advice on pensions following the relaxation of regulations on how you can access your occupational pension. How did Alan Crowley help you? He helped to clarify what the changes meant and what might be the best options for me. What is your current situation? Have you seen the outcome you were hoping for? Yes. Feel I understand and have control of my financial future. What could they have done better? Can't think of anything!

Elizabeth Frost, Warwickshire

Easy to contact, very quick to give advice and find a suitable mortgage. We had recently tried going through a large mortgage broker who gave unsatisfactory advice. Alan was able to find a far more suitable mortgage for us.

Dr Josie Cassell, Warwickshire

Where to find us

About us

Established in the heart of the Midlands, we have 4 advisers with over 70 years experience. Our advisers can provide a professional and confidential service, offering advice across the full range of financial planning including - Pensions, Mortgage, Life Assurance, Investments, Tax Free Savings and Inheritance Tax Planning. For a no obligation initial consultation please telephone or e-mail us.

Our services

As Independent Financial Planners, we pride ourselves on helping clients to identify and achieve their short, medium and long-term goals.

We do this by working closely with you, our client, to determine a personal financial roadmap, which we review and refine regularly over time.

We believe in providing a service with which our clients will be delighted. That means a customer-driven service where nothing is too much trouble.

Compliance

We are directly regulated by the FCA

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Website

Compliance

We are directly regulated by the FCA

Contact options

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