IFA Direct

Our Firm

At IFA Direct, we pride ourselves on being a trusted and reputable independent financial adviser, dedicated to providing expert guidance and solutions to individuals and businesses alike. With over 30 years of experience, our team has built a reputation for delivering unparalleled levels of service and expertise. Our mission is to empower our clients with the knowledge and confidence to make informed decisions about their financial futures.

Why Independent?

As an independent financial adviser, we operate outside the constraints of large banks and financial institutions, allowing us to offer unbiased and impartial advice to our clients. This independence enables us to work with a wide range of providers and tailor our services to meet the unique needs of each individual or business. We believe that our independence allows us to offer a more tailored and personalized approach to financial planning.

How We Work

At IFA Direct, we understand that everyone's financial situation is unique. That's why we offer three levels of service to cater to your specific needs:

• Execution Only: If you know exactly what you want, we can arrange the contract for you without providing any advice.
• Limited or Product Advice: If you need guidance on specifying the exact contract, our experts can help you find the best one for your needs.
• Financial Planning: Our comprehensive financial reviews can provide you with tailored advice on inheritance tax planning, school/college fees planning, and more.

How We Are Paid

As an independent financial adviser, we do not receive commission from any financial products. Instead, we charge a fee for our services, which is agreed upon before we begin working together. This transparent approach ensures that our advice is always in your best interests.

Product List

Our extensive range of products includes:

• Pensions
• Investments
• Protection
• Group Risk Benefits
• Share Protection
• Keyman Insurance

Why Choose IFA Direct?

At IFA Direct, we believe that you should have control over your financial decisions. We offer expert guidance, unbiased advice, and a personalized approach to ensure that you feel empowered to make informed choices. With over 30 years of experience, our team of experts has the knowledge and expertise to help you achieve your financial goals.