70 The Philog, Cardiff, CF14 1EBMake 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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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.