01483715823 info@ifadirect.co.uk

Comprehensive advice

This is our complete service. It can be a comprehensive personal or corporate financial planning service, or it can be directed to specific areas such as school fees, inheritance tax or directors' or partners' share protection. It may be a one-off event, or a regular service including review meetings and ongoing advice.

There are considerable overlaps between a full and continuuing financial planning service and coaching. We now offer a joint service with Optica Coaching for those who seek a financial life coaching service.

We charge a fee for all financial planning reports - we will have done the work whether you take any action based on the report, or not.

If you subsequently take action that generates commission, we may, in certain circumstances, negotiate the commission charge, or offset the fee charges against such commission - at our discretion.

For more information, please contact us or complete a Financial Planning questionnaire online by registering in our site.

APFA

IFA Direct is a trading name of Credenda Ltd. Credenda Ltd is an Appointed Representative of Credenda which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 181769 http://www.fca.org.uk/register.

IFA Direct Registered Address: 20 Vicarage Road, Woking, GU22 9BH. Registered in England, No. 2047680 .

Neither IFA Direct nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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