Independent Financial Advisor in Bath

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My IFA Friend Ltd are whole of market independent financial advisers and are proud that we have no obligations to any financial product or mortgage providers only to you our client so any advice we give is truly independent, and unbiased.

Whatever your financial aims, My IFA Friend can help you create your own unique financial plan that offers effective strategies that can significantly improve your chances of success in achieving your personal goals and objectives whilst making sure that any investments included in your plan match your own personal attitude to risk which we will review with you on a regular basis.

We provide you with on-going support, giving advice and assistance when it is needed most, especially during times of volatility in the investment markets. We hold regular planning meetings with you to keep you up to date with your progress with your own unique financial plan and to allow for any change in your personal goals and circumstances as well as any changes in legislation that might affect you. We also encourage you to contact us at any time where you feel we can help for example an unexpected death.

We offer our clients the choice of paying for our services by way of a fee always agreed in advance or on a commission basis if the client prefers.

OUR CORE BELIEFS

We believe that all our clients should have access to their unique financial plan and personal information 24/7 whenever and wherever they require it so we use technology to provide secure access to this information via their mobile devices such as smart phones, tablets, laptops, PCs internet This use of technology also allows our clients to communicate to us and to update their information whenever they want.

We believe that all clients should know how and why each investment or asset fits into their own unique financial plan. We use modern technology such as financial planning modelling and individual risk profiling to ensure our clients are always on the right path to achieve their financial goals.

We believe in transparency and trust so all our clients know what they can expect from us and how much it will cost them. We provide them with their own secure personnel website where they can get an up to date value of their own unique financial plan.

We believe that our client’s needs will always be put first and that they will be treated fairly at all times. If they feel they have not we will act quickly and professionally to address their concerns.

We believe we offer our clients a simply unique effective approach in today’s ever changing world.

We are pleased to offer a FREE initial consultation to see how we can help you.

To arrange an appointment please contact Dean Smith or Mark Bailey.

Email - info@myifafriend.com or telephone 01179 352829.

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