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Why use an IFA?
What can an IFA do for you?
What do I need from an IFA?
Building a good relationship

An IFA has a legal obligation to meet a client's needs as objectively as possible. Unlike salespeople, who are agents of the company that employs them, IFAs are agents of the client. IFAs can select from the entire range of products on the market to find the best ones for their clients -they are not restricted to the products offered by one company.

At Advisa Financial Services Limited, we are truly independent so our advice is not limited to particular companies or products.

Are you looking for a sound financial plan for the future? Maybe you¹d like to handle your finances differently, or perhaps you¹ve inherited some money. Sorting through the maze of options can be difficult and time-consuming. Who can you ask for help?

An Independent Financial Adviser, or IFA , may be the answer to your problems. The advice that an IFA can provide could prove invaluable.

There are different types of advisers who are qualified to give you advice but not all of them are genuinely independent adviser¹s. Many institutions employ their own salespeople and the advice that they can give is limited to the products offered by that company.

Of course, if the firm's product range is perfect for you, that's great. Unfortunately, that's not always the case.

 

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