IFA Financial Services (Uk) Ltd
-
Investments
- Ethical investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
Stablegate, Sworders Yard, 19A North Street, Bishops Stortford, Hertfordshire, CM23 2LD
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.
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.
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.