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Independent Financial Advisor in CardiffAdvantage IFA
Address: 1 Caspian Point, Pierhead Street, Cardiff, CF10 4DQ
Telephone: 02920 444 044
Fax: 02920 444 045
Visit our Web Site: www.advantageifa.co.uk
Contact: Craig Payne (07789 433938)
Advantage IFA Ltd was established in Cardiff by Craig Payne in March 2010. Although relatively young in comparison to some of our older competitors we see this as a strength. It allows us to adopt a fresh, common sense based approach to looking after our clients that centres upon the principles of service and trust.
Who are our Clients?
Our clients are the most important part of our business. We recognise that we would be nothing without you so we make it our sole aim to provide you with a service that exceeds your expectations and makes you want to keep coming back.
Our clients are UK based and tend to live or work in the South West of the UK or London. We provide advice to individuals and businesses. Typically the individuals who entrust us to look after them are higher rate tax payers, those who wish prepare for retirement or those concerned about their legacy and the impact of Inheritance Tax on their estate.
What can we do for you?
The type of service we provide is driven by you, the client. You may already have an idea of what you’d like to achieve but want to ensure you go about it in the most effective manner. Alternatively you may find yourself in a position where you haven’t had time to review your finances for some years and now want to sit down with a professional to check you are still doing the right things.
Whatever the scenario, we’ll listen to what you tell us and discuss your priorities with you before providing a strategy, which is clear and concise so you can evaluate the pros and cons of any potential actions.
Although not exhaustive this list provides an idea of the areas in which we specialise.
Savings & Investments:-
What to do next?
If you would like to see if we could work together then please get in touch with Craig Payne on 07789 433938 or via email using firstname.lastname@example.org. There is no fee for an initial meeting.
FSA number 521852. Advantage IFA Limited is an appointed representative of Financial Limited, which is authorised and regulated by the Financial Services Authority. Trust Advice and some forms of estate planning are not regulated by the Financial Services Authority.”
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