Empowering you to achieve financial freedom
People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs. We create financial plans designed to achieve, maintain and protect a desired lifestyle or business goal. Our independent status allows us to provide recommendations from the whole of the market, ensuring our clients receive unbiased and tailored advice.
Our Expertise
We have over 25 years' experience in the financial marketplace, working with private individuals, business owners, and corporate bodies. Our expertise includes investments, retirement benefit advice, pensions, wealth management, protection insurance, and Inheritance Tax planning. We provide first-rate advice, helping our clients achieve the best results from their financial planning.
Our Approach
We take a holistic approach to financial planning, considering our clients' entire circumstances, lifestyle, and objectives. This enables us to provide personalized financial plans that meet their specific needs and goals. We believe in empowering our clients, ensuring they understand and engage with the planning process to achieve financial peace of mind.
Services to People
Our services to individuals include Life Planning, Protection, Pensions, Inheritance Tax Planning, and Investment advice. We cater to various stages of life, including Young and Single, Committed Relationship, Growing Family, Single Again, and Empty Nest. Our expertise helps individuals achieve their financial goals, whether it's saving for retirement, protecting their loved ones, or building wealth.
Services to Business
We also provide services to businesses, including Business Protection, Pensions, Investment, and Employee Benefits. We help business owners design, implement, and provide employee benefits to assist with recruitment and retention. Our expertise also extends to providing advice to business owners directly, adding another dimension to their financial planning.
Why Choose Us
At People and Business IFA, we pride ourselves on our independent status, allowing us to provide unbiased advice from the whole of the market. Our clients see us as the first point of call whenever they have a financial related question. We do everything we can to cut through the complexity of legislation changes and industry jargon, ensuring our advice is straightforward and easy to understand.
Get in Touch
If you're interested in discussing your financial affairs, we're always happy to chat. Call us on 0151 546 1969 or 0800 15 227 15, or send us an email. You can also leave an enquiry and request a call back through our website.
Overall Experience
The reviewers have had an extremely positive experience with the company, praising the exceptional service and advice provided by Steve and his team.
Key Strengths
- Outstanding Advice: The reviewers have highlighted the outstanding advice and service received from the company, with Vincent Kinsey stating that he cannot praise them too highly.
- Personalised Service: David Carter has praised the company for providing excellent, affordable, and personalised financial advice.
- Trustworthy: Both reviewers have expressed their trust in the company, with David Carter stating that they work hard on behalf of their clients.
Additional Services
The company has also been praised for their great tax planning services, as mentioned by David Carter.
