Plan Your Future, Secure Your Tomorrow
At Money@IFA Ltd, we are dedicated to providing professional, independent financial advice to individuals, families, and businesses across the UK. With almost 25 years of experience, our team of qualified independent financial advisers (IFAs) is committed to helping our clients achieve their financial goals and secure their future.
Our Expertise
We specialise in a wide range of financial services, including wealth management, retirement planning, pensions, investments, family protection, business advice, and tax planning. Our expert advisers take the time to understand each client's unique circumstances, goals, and aspirations, and provide clear, impartial advice on the most appropriate financial products and strategies to suit their needs.
Our Approach
At Money@IFA Ltd, we believe in building long-term relationships with our clients, providing ongoing support and guidance throughout their financial journey. We pride ourselves on our independence, meaning we have access to the whole market for financial products and can recommend the most suitable solutions for our clients. Our advisers are fully qualified and experienced in their field, ensuring that our clients receive the highest level of expertise and service.
Our Services
We offer a comprehensive range of financial services, including:
- Wealth Management: We can help you forecast your long-term needs and create a tailored plan to achieve your financial goals.
- Retirement Planning: Our expert advisers can help you plan for a secure and comfortable retirement, ensuring you have the income you need to enjoy your golden years.
- Pensions: We can advise on all aspects of pension planning, including phased retirement, annuities, income drawdown, and auto-enrolment.
- Investments: Our team can help you grow your wealth through careful investment planning, ensuring your investments are aligned with your risk tolerance and goals.
- Family Protection: We can advise on how to protect your loved ones financial future, including life insurance, income protection, and inheritance tax planning.
- Business Advice: Our expert advisers can provide guidance on business protection, employee benefits, and directors' pensions, ensuring your business is protected and your employees are well looked after.
- Tax Planning: We can help you minimise your tax liability, ensuring you keep more of your hard-earned money.
Why Choose Money@IFA Ltd
At Money@IFA Ltd, we are passionate about helping our clients achieve their financial goals and secure their future. Our expertise, independence, and commitment to providing exceptional service make us the ideal partner for anyone seeking professional financial advice.
The review by Angela Simpson highlights her experience with Mr. Grffin regarding her pension options. She had an initial appointment where she explained her personal position on drawing the pension. Mr. Grffin offered to visit her at home to discuss further, which she accepted due to her health issues and low tax bracket. During the home visit, she signed over her paperwork for him to consider further options. However, it took three weeks for her to receive any information from Mr. Grffin, prompting her to contact him again. After another request, he finally sent over the information, leading her to decide to take the whole of her pension.
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