Established in 1994, IFA Financial Services (UK) Ltd is a trusted independent financial planning firm based in Bishop's Stortford. With a team of experienced professionals led by Nick Self MRICS Cert PFS, we have been providing personalized financial guidance to clients throughout the UK for over 25 years.
Our Mission
Our mission is to empower individuals and families to achieve financial security and pursue their financial goals through tailored financial planning. We believe in building close relationships with our clients, taking the time to understand their unique needs, aspirations, and financial circumstances.
Our Team
Led by Nick Self, a seasoned financial planner with extensive industry experience, our team consists of highly qualified and experienced individuals who are passionate about delivering exceptional client service. We are committed to maintaining the highest ethical standards and providing personalized solutions tailored to each client's situation.
Why Choose Us?
- Independent and unconstrained: We are free from the constraints of large institutions, allowing us to create bespoke financial plans without bias.
- Whole-of-market approach: We access the entire market, offering a comprehensive range of products and services to meet your individual needs.
- Personalized service: We take the time to understand your unique situation, goals, and risk tolerance.
- Transparent and clear communication: We provide clear and concise explanations of our processes and costs.
Our Services
Our diverse range of services includes:
Wealth Management
- Asset planning and management
- Investment advice for individuals and businesses
- Retirement planning and inheritance tax planning
- Cash flow forecasting and budgeting
Business Insurance
- Risk assessment and mitigation strategies
- Business continuity planning
- Employee benefits consulting
Financial Planning
- Goal-setting and financial planning
- Retirement and investment planning
- Estate planning and inheritance tax mitigation
- Business succession planning
Health Insurance
- Individual and family health insurance plans
- Private medical insurance options
- Critical illness cover and wellness plans
Life Assurance
- Term life insurance coverage
- Whole life insurance planning
- Increasing death benefit options
We also offer services related to Pension planning, Savings & investments, Taxation and Cash Flow Forecasting.
Areas of Expertise
- Pension & Retirement Planning
- Inheritance Tax Planning
- Wealth Management & Investment
Customer Feedback Overview
Overall Experience
Customers have expressed their satisfaction with the services provided by IFA Financial Services UK Ltd, rating them 5 stars. They have praised the helpful, friendly, and professional team, particularly Nick, for their assistance in various financial needs.
Financial Services
The company's services, including mortgage and investment advice, have been well-received. Sam B. appreciated the guidance on his financial needs, while Tim B. had a positive experience when buying his first house and is looking forward to working with the team again for his upcoming remortgage. Jenny Tan, on the other hand, had a great experience with investment options, highlighting the professionalism and knowledge of the team.
Customer Support
The staff at IFA Financial Services UK Ltd have been commended for their friendly and helpful nature. Sam B. mentioned that he will use their services for all his financial needs, demonstrating the trust and confidence he has in the team.
Be the first to review I F A Financial Services UK.
Write a Review
