Whitchurch IFA Ltd

Independent Financial Adviser 70 The Philog, Cardiff, CF14 1EB
Response rating
7.0 /10
FCA verified
19th August 2019
Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Long term care
Meet our advisers
adviser-person
James Parsons BSc DIP AIPW
IFA & Director
Where to find us

70 The Philog, Cardiff, CF14 1EB

Make an enquiry
About us

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 services

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Whitchurch IFA Ltd is directly authorised and regulated by the Financial Conduct Authority, number 572461. We are strictly whole of market wherever this is possible and we are not part of any network or advisory parent group. We offer bespoke planning rather than using standardised portfolios. We do not hold client funds, nor act with discretion or power of attorney on behalf of our clients. Will-writing and provision of Lasting Powers of Attorney are not regulated by the Financial Conduct Authority and are provided in association with Simply Legal & Associates.

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