Advantage IFA

About us

We listen to what you tell us is important before providing clear and concise financial advice to clients using our independent status. As such we aren't tied to any product ranges and have no bias towards any product provider. We advise in an ethical and holistic manner and are able to assist you in a variety of areas.

Our approach to financial planning

We put the clients at the centre of all financial planning.  To do this we listen to what you say is important to you and what you want to achieve.  Only by truly understanding your circumstances and perspective on life can we help build an individual plan to meet your needs.

• we listen to what you tell us
• we tailor our recommendations to your circumstances
• we allow you time to reflect and
• we charge you a fair price for the work done on your behalf

Financial advice is not just the preserve of the few.  Effective financial advice adds value to many people throughout their lifetime ensuring they are in control of their own finances and prepared for whatever the world throws at them next.

Put very simply, Advantage IFA takes great care in putting the needs of our clients first and foremost.  We aim to offer the highest quality financial advice from across the whole of the market.

The areas we cover

You may already have an idea of the areas you wish to discuss, or perhaps you feel it is about time you had a general review of your finances.  At Advantage IFA we offer a flexible service aimed at exceeding your expectations, whether those expectations relate to a specific area or work or a more general review. 

Whichever option you prefer, we do our best to present our recommendations in a clear and concise manner so that you can understand not only what has been recommended, but also why.

Listed below are some of the areas that we provide advice on:-

As financial advisers we find many people will undervalue the importance of keeping a firm hand on their finances.  As a comparison, if you spend your money and buy a car then it makes sense to get it serviced regularly to keep it running smoothly and protect your investment. 

The same principle applies to your savings, family protection and retirement plans.  They are important, the consequences of something going wrong with these can be a lot worse than a car breaking down and often much more difficult to fix!  So, if you haven't reviewed your finances for a while, we suggest you take positive action now.

Contact - Craig Payne, Chartered Financial Planner