You create the memories, we'll protect your future
At Marchwood IFA, we understand that making financial decisions can be daunting and overwhelming. That's why we were founded in 2009 with the sole aim of providing expert, independent financial advice to help our clients make informed decisions about their financial futures.
Our Services
Our team of expert advisors offer a comprehensive range of services to help you achieve your financial goals. Our services include:
Mortgages
As mortgage specialists, we have access to the whole mortgage market and are not tied to specific lenders. This means that we can help you find the right mortgage to suit your needs, whether you're a first-time buyer, looking to remortgage, or invest in a buy-to-let property. Our experienced advisors will work with you to understand your financial circumstances and goals, and provide expert advice on the most suitable mortgage options for you.
Investments
Whether you're looking to grow your wealth through stocks and shares, or seeking a tax-free savings solution, our investment advisors can guide you through the process. We offer a range of investment options, including cash and stocks and shares ISAs, investment bonds, and inheritance tax planning. Our advisors will work with you to understand your investment objectives and provide personalized advice to help you achieve your goals.
Equity Release
As we age, many of us look to unlock the value of our homes to fund our retirement or other financial goals. Our equity release experts will help you navigate the complex process of equity release, including lifetime mortgages and pension drawdown. We'll work with you to understand your goals and provide personalized advice on the most suitable options for you.
Pensions
Whether you're just starting out in your career or approaching retirement, our pension experts will help you make informed decisions about your pension scheme. We can provide guidance on setting up a new pension, reviewing an existing scheme, and planning your retirement income. Our advisors will work with you to understand your financial goals and provide personalized advice to help you achieve your retirement goals.
Community
At Marchwood IFA, we're committed to giving back to our local community. We sponsor sports equipment, kit, and clubs for local junior sports teams, including cricket, hockey, and rugby. We also support the Sussex Snowdrop Trust, which provides vital services to children and families with life-shortening illnesses.
Contact Us
At Marchwood IFA, we're committed to providing exceptional customer service. If you have any questions or concerns, please don't hesitate to contact us. You can reach us by phone, email, or online form. We're always happy to help you take the first step towards achieving your financial goals.
Exceptional Service and Expertise
The reviewers have praised the exceptional service and expertise provided by the brokers at Marchwood IFA Ltd. The brokers, particularly James Mayne, have been commended for their professionalism, quick response times, and ability to find the best deals for their clients.
Key Strengths
The reviewers have highlighted the following strengths of the brokers at Marchwood IFA Ltd:
- Professionalism: The brokers have been praised for their professionalism, expertise, and guidance throughout the mortgage and pension process.
- Quick Response Times: The reviewers have appreciated the quick response times of the brokers, who have been available to answer questions and provide updates promptly.
- Personalized Service: The brokers have been commended for providing personalized service, tailoring their advice to meet the unique needs of each client.
- Expert Knowledge: The reviewers have praised the brokers for their expert knowledge of the mortgage and pension markets, which has enabled them to find the best deals for their clients.
Client Satisfaction
The reviewers have expressed their satisfaction with the service provided by Marchwood IFA Ltd, with many stating that they would highly recommend the company to others.
