Henry Walker
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CLIENT FIRST                     
Why Use An IFA?

Independent Financial Advisers (IFAs) are required by law to recommend the best value for money products for you, the client. Before doing this they will carefully examine your financial circumstances, your income, tax position and any existing policies that you may have. They will also take into account your attitude towards risk and your long-term goals. Only then will they advise you on the most appropriate products and policies to meet your requirements.

All IFAs have professional qualifications and go through rigorous training. Competence requirements ensure that they are up to date in their knowledge and are fully qualified to give financial advice. Most IFAs now have access to sophisticated research facilities to help them search the market for the best deals for you.

Additionally, they will check to ensure that the companies providing the recommended products are worth investing in. They will examine the financial stability, charges, returns on investments and levels of service. In this way you get the peace of mind that you don't receive when you buy policies from a salesman, newspaper advertisement or over the phone.

IFAs provide unbiased advice for all your financial needs, from existing policies to any future ones, and should be as important to you as a family doctor or a solicitor.

If you would like to be put in touch with an IFA just complete our contact form and we will be happy to arrange for your local IFA to give you a call.

To see some examples of the potential benefits to you, click here.

"The IFA I was introduced to has been of great help to me, my family and my business."
Henry Walker
MD of Primetec (UK) Ltd
Client First Ltd
1 Clarendon Lane
Stoke
Plymouth
PL2 1AB


info@client-first.co.uk