Joe Ellaby

I first met Derek (my adviser) in 1992 and I've been advised by him ever since. Initially I think it is all about working with someone I can trust, but over the years I have seen how IFA Ltd has developed the Active Wealth Management quarterly review service. This gives me quarterly valuations but more importantly I know that my adviser is very much 'hands on'. It gives me confidence that as investment conditions change my money is being actively managed and that IFA Ltd will tell me when changes are advisable.

Joe Ellaby
Client investing for income
Client Type: 
Investment Client