IFA Financial Services (Uk) Ltd

Independent Financial Adviser Stablegate, Sworders Yard, 19A North Street, Bishops Stortford, Hertfordshire, CM23 2LD
FCA verified
10th December 2018
“ We pride ourselves in delivering smart financial planning to clients to help provide them with a secure future “
We can advise you on
    • Ethical investments
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Nick Self
Director
Where to find us

Stablegate, Sworders Yard, 19A North Street, Bishops Stortford, Hertfordshire, CM23 2LD

About us

IFA Financial Services (UK) Ltd. has grown through personal recommendation. We use our financial planning skills , experience and qualifications to provide high net worth individuals , successful business owners , company directors and retired individuals with tailored independent and impartial financial advice.

We are particularly proud of the fact that many of our clients have been with us since we started the business back in 1994 and our business has grown because they have regularly referred their family , friends and colleagues to us because they know from their own experience that we will take good care of them.

Our services

Whilst we do offer holistic financial planning which includes Pensions , Investments and Lifestyle Protection we really specialise in Pension/Retirement and Inheritance Tax Planning and help guide you through all the complex issues that arise.

We help advise clients with issues such as how to lower your tax bill , set up and monitor investment portfolios linked to Pension and ISA Funds , taking tax free cash and income from your Pension Fund.

We also help advise clients with those unexpected lifestyle challenges such as Pension Sharing in Divorce , Redundancy and loss of a Spouse or Partner.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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