Product Description

We have been offering clients independent financial advice for many years. We want to help you through the financial maze and be by your side every step of the way.

Advanced IFA Ltd is a firm of Independent Financial & Mortgage Advisers that cover the UK. We offer tailored made financial advice and solutions specialising in investment management, retirement planning, mortgages / life insurance and inheritance tax planning.

We offer Face-to-face (both in our offices or your home), Phonecall, Zoom, Teams or Facetime meetings and the initial discussion is completely free of charge with no obligation to continue.

We provide advice to both individuals and companies on all aspects of financial planning. Through a long-term approach of fully understanding our clients’ needs, wants and aspirations we then prioritise your objectives in a jargon free way.

We pride ourselves in maintaining regular contact with our clients throughout the good and the bad financial times, thus ensuring peace of mind to clients.

Please see our Unbiased Yell, Facebook & Website Reviews for complete peace of mind!

Client Satisfaction Survey Results 2023

Clients rated Advanced IFA Ltd ‘Very Good’ or ‘Good’* in the following areas:

• Investment advice – 96%

• Client Service – 96%

• Depth of Knowledge – 98%

• Approachability – 100%

• Professionalism – 94%

• Staff Helpfulness – 100%

• Staff Friendliness- 99%

*respondents who answered the question.

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