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
9.0 /10
FCA verified
2nd December 2019
We value face to face advice and feel we work hard to give our clients a better outcome
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Alan Crowley DIP PFS MAQ
Financial Adviser
What our clients say
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
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
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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