Whitchurch IFA Ltd

Independent Financial Adviser 70 The Philog, Cardiff, CF14 1EB
Response rating
7.0 /10
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • 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
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
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)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.52 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
Independent Financial Adviser 0.65 mi
A truly independent, whole of market firm with decades of experience in Cardiff and beyond
Independent Financial Adviser 0.71 mi
Here at Hodge Bakshi Wealth, we question, listen, learn & deliver. Helping you to achieve financial freedom .
Independent Financial Adviser 0.96 mi
Qualified Pension and Investment specialists helping you and your family understand your finances and supporting you in achieving your goals.