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UKIFANET Ltd


UK IFA NET Ltd

Address: Eastwood Business Centre, Greenhill Avenue,
Glasgow, G46 6QX
Telephone: 0141 638 1375
Fax: 0141 577 5624
E-mail: ian.clarkson@ukifanet.com
Visit our Web Site: www.ukifanet.com

Contact: Ian Clarkson BSc(Hons), BD(Hons), Dip PFS, IMC

General information

UK IFA NET Ltd provides financial advice to individuals and businesses across the UK.

In addition to the normal areas of protection, saving & investments and wealth preservation, UK IFA NET Ltd has built up a wealth of expertise in the area of post – or at – retirement planning. This is converting pension funds into suitable income streams at retirement.

The hardest part about financial planning is for you to lift the phone and ask for help in arranging and organising your financial affairs. To make the process as easy as possible we offer a free initial consultation.

The Financial Advice Process

Financial planning follows a structured process, which has 4 aspects:

  1. Review your present financial situation
  2. Identify your financial aims and objectives and agree your first priority.
  3. Recommend and, with your permission, implement a financial strategy using a whole of market survey of suitable products.
  4. Review and progressively implement the rest of your financial plan.

Why You Should Use UK IFA NET Ltd

-  Advisers hold advanced financial planning qualifications to ensure your aims and
   objectives are translated into market leading products.
-  We are part of the Lighthouse Group, the UK's largest face-to-face advice network.
-  Our Compliance Procedures are of the highest order.
-  We take a pro-active role in ensuring we implement TFC i.e. Treating Customers Fairly.

Areas of Advice

Personal Financial Planning

- Retirement Income Options
- Lump Sum Investments
- Regular Savings Plans
- Retirement Planning
- Life Assurance
- Inheritance Tax Planning
- Long Term Care
- Equity Release
- Critical Illness
- Income Protection
- Medical Insurance
- Ethical Investments
Business Financial Planning

- Executive PHI
- Company Pension Schemes
- Director Share Protection
- Partnership Protection
- Keyman Protection
- Group Schemes
- SIPPS + SSAS including
   property purchase

To start your financial planning please email or telephone Ian Clarkson in confidence on 0141 638 1375 to arrange your initial free appointment.

UK IFA NET Ltd is an appointed representative of LighthouseXpress Ltd, which is authorised and regulated by the Financial Services Authority.

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