The Financial Planning Process

The process involves 5 simple steps:

  • Your Free Consultation with an IFA
  • Initial advice free of charge, with No Obligation to proceed
  • The IFA will ask some further questions to fully understand your circumstances
  • The will research the whole of the market to find the best available deals
  • They will clearly explain and present each of your options

It is then your decision if you would like to proceed. If you would like them to, our IFA’s can write to your existing service providers to gather all required information.

 

What is IFA National?

IFA National is a UK based service for both IFA’s and individuals seeking advice. We work with many IFA’s across the country, providing news and a range of services to our community.

Because of our very large network, we can match users to a suitable IFA in their local area. This means that when you make an enquiry, we will pass this on to a local IFA who specialises in the relevant area of financial advice.

All of our IFA’s have agreed to provide an immediate Free Consultation with No Obligation to pay for any services.

 

Why contact an IFA?

An IFA can help you achieve financial security for you and your loved ones. IFA’s are not tied to any particular product providers, so they can offer you the best deals from the whole of the market.

This means they can help to maximize the value of your pension and investment funds whilst minimizing possible risks. They can help with all aspects of financial planning and retirement considerations.

This can involve pensions, investments, savings plans, inheritance tax, or a range of other financial services. IFA firms can also help with mortgages, equity release and similar property services.

All Independent Financial Advisors that we work with offer a Free Consultation with no obligation for payment.

 

Useful Website Sections:

Our services page explains the wide range of services that an IFA can offer. We also list all of the UK locations where we have a trusted IFA partner

We have many useful guides to explain financial products and services more clearly, and we also keep you up to date with all the latest news.

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