Wealth & Money Management Awards 2015

Independent Financial Advisor Limited

Independent Financial Advisor Limited is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Independent Financial Advisor Limited

Best UK Financial Planners for Trustee Advice

IFA Wealth Management is the wealth management division of Group IFA. We are independent wealth management consultants specialising in helping high net worth individuals create and preserve their wealth.

IFA Wealth Management aims to understand the financial life goals of each and every client and build a lasting relationship with them to ensure that not only is the solution tailored, but offers ongoing reviews to meet these life goals; in short, the relationship is for life with trust and client service being at the very heart of everything we do.

The Corporate Chartered status has been awarded to each of the Wealth Management businesses within our Group. This is in recognition of professional excellence and is testament to our in depth knowledge of the sector and the high level of service we provide. With fewer that 350 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. Our commitment to high standards is further demonstrated by our work to obtain the ISO 22222 for all wealth management advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the Financial Conduct industry.

Being independent means that the advice we provide is totally unbiased. We are free to provide advice on financial products available from all the leading providers. We use advanced computer software and unlike many smaller practices, have technical and investment teams to conduct in-depth due diligence on the investments and product providers to select only the very best for our clients.

When it comes to effective, bespoke financial planning from knowledgeable professionals with a proven track record, our offering is second-to-none. We achieve this by taking a comprehensive approach to wealth management. We offer far more than investment advice – although naturally this is an important part of what we do. We take into account your whole financial situation and develop and agree with you a complete approach to the management and growth of your wealth, for you, your family and future generations.

IFA Wealth Management is part of Group IFA, within which we have professionals in all areas of financial planning – ranging from specialists in individual wealth management, high net worth pension planning, employee benefit solutions and wealth management for sporting professionals. These are specialist services not available through general practitioners and the offering is backed up by our pedigree in financial planning – we are entrusted with over £650 million pounds worth of client asset.


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