Whitchurch IFA Ltd
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
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Long Term Care
- Long term care
70 The Philog, Cardiff, CF14 1EB
Make an enquiry
Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in the Cardiff area. To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence.
We hold no allegiance to any bank, investment provider or life office and we are not part of any network or group. This means we will never choose one provider over another unless it is in the best interest of our client.
We maintain unusually high academic and professional qualifications, exceeding the FCA's qualification requirements.
Our core areas of advice are pension and investment planning, mortgage and protection planning, equity release and estate (inheritance tax) planning.
For mortgage advice we are unusual in that we charge flat fees and return all commission paid by the lender to our clients. This ensures that we can never be biased toward any lender who might offer greater commission and makes us highly competitive.
Our pension and investment planning is always bespoke and whole of market - we do not use stock portfolios as we do not believe clients should be pigeon-holed according to a number.
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