IFA Limited

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Testimonials

Mike Lee
- Workplace Pension Client

My company employs about 100 people and we wanted to set up a pension scheme for our staff. IFA Ltd focussed on our key priorities which were to deliver a scheme that was easy to administer, relatively low cost and offered great benefits to our employees. I can highly recommend their Workplace Pensions service.
Eva Weston
- Investment Client

Thank you for helping me to manage my portfolio in such a professional way and I am very pleased with the returns so far. You have always delivered what you promised including the quarterly reviews and I am particularly grateful for the personal assistance you give to me with any paperwork or queries I might have.
Joe Ellaby
- Investment Client

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.
Mike Ronan
- Pension Client

As a retired golf professional I had accumulated a pension fund that needed to last me for the rest of my life. I wanted to enjoy my retirement and not have to worry about money. I entrusted IFA Ltd to the management of my pension fund and I'm delighted. They offer a great service and I can relax knowing that my money is professionally managed as part of their Active Wealth Management quarterly review service.
James Collington
- Pension Client

A few years ago when I was in my thirties I wanted to start planning for my retirement. IFA Ltd set up a pension scheme and I elected to participate in their Active Wealth Management quarterly review service. I really like knowing that my pension scheme is managed professionally and after almost 10 years as a client I can highly recommend the service. I'm in my forties now and on target to achieve my retirement plans.
Mike Barton
- SIPP Client

I wanted to use my pension scheme to purchase offices which we could then rent to my IT company. IFA Ltd helped me set up a SIPP to buy the property. They explained everything in simple easy to understand terms and we are now benefitting from the outstanding tax advantages of the SIPP.

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