IFA Consultancy Centre Ltd

Independent Financial Adviser  3 Grantley St, Glasgow, City of glasgow, G41 3PT
First meeting at adviser's own cost
We take the confusion out of complicated pension & Investment planning and provide transparency and clear and concise guidance.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Iain McQueen
Protection Consultant

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

David Flavell
Director

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Certified Financial Planner
Christopher Doak
Director Consultant

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Steven Fraser
Consultant
Michael Sweeney
Mortgage & Protection Consultant

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.

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

What our clients say
I don't know what I would have done without the advice received from Christopher Doak the company financial adviser who helped my family and I with my overall pension planning. His knowledge on what my best options were very concise and tax efficient. Well done and thanks
George Taylor, Kilmarnock
My first hand experience with this firm was very professional and provided fantastic clarity when they advised me on my tax efficient Investments which I am extremely happy with now and going forward. I compared their fees with other Financial Advisers and they were the most cost efficient.
Peter Elliott, Glasgow
About us

With 3 offices and a team of experienced staff from administrators, Para-planners and financial Consultants were are able to manage and service over 3,000 existing client’s financial goals and
aspirations for the future. The firm understands what clients are looking for and assisting them in achieving this is paramount importance to our company.

The firm is registered directly with the F.C.A and has a combined 40 years experience between Consultants dealing with all consumers, commercial and retail clients.

The I.F.A. Consultancy Centre Ltd has maintained its independence in the whole of the market place to provide the utmost professionalism and accessibility for our clients in choosing different options when planning for their futures.

All new clients who would like guidance on planning issues are carefully assessed and full research and analysis is provided in order for them to make informed decisions.

We are specialist in the market of providing advice on company and pensions transfers.

Our services

As specialists in all aspects of Pensions and tax efficient Investments we provide clarity and transparency to our clients. We take the industry jargon on all technical planning and provide clear guidance for our clients to reach their goals.

Simplification of advice via complicated industry and company technical information has always been our best motto in dealing with our existing and new clients. This process makes it easier for clients to made important decisions on their financial planning for the future.

We provide easy to understand financial planning reports detailing solutions and options to client needs.

Where to find us
Head office address: 3 Grantley St, Shawlands, Glasgow, G41 3PT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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