Description
IFA Partners
receive the backing of
positivesolutions
to be able to work
effectively with their clients.
We believe in using technology to its maximum advantage, utilising the
latest cutting edge software and processes to develop the best solutions for clients needs.
Our values and beliefs:
independence - in all its forms. Independence of thought, independence from product
providers when recommending a product to a client, independence of the
individual so that they are not manipulated or controlled by others. Also,
striving to help others become financially independent, which in tomorrow's
increasingly economically driven world will be the only real guarantee of
creating and retaining an independent lifestyle.
wealth creation - creating and conserving wealth for
our clients is one of our primary aims. This goes hand in hand with financial
independence.
honesty - this extends not only to our clients and
employees, but also in the transparent way we deal with others.
simplicity - we design and operate systems that
are simple in their concept and delivery. Financial planning should be a good
experience, which is easy to understand by the consumer, not a confusing and
jargon-filled nightmare. This means using the right method to deliver financial
planning, which we believe for the vast majority of people is via face to face
impartial and independent advice.
self
reliance - self reliance we believe is about having the maturity and
ability to face the true reality of our present and future situation. It's not
anti-teamwork, but about each of us taking responsibility for our business and
personal lives.
teamwork -
an essential part of organisational life is the ability to build strong and
highly motivated teams to tackle issues and run the business. We constantly seek
to extend the parameters of our teams to include other stakeholders - our
members, their clients, our professional connections, and product providers.
Solutions brought about through this process have more breadth and more
certainty of success because of this wider involvement.
winning - finally, we believe in winning in whatever
arena we choose to participate in. Not just winning, but the way in which we
play in order to win is perhaps more important to us. Winning, on behalf of our
clients, means we win for ourselves.
Our Service
Financial Planning is a complex subject, setting strategies,
deciphering the jargon, knowing how different products work, how
products interact with each other and the long term implications such
as taxation and potential changes in legislation, is a full time job
and is exactly why there are full time advisers such as ourselves.
Our Aim
To provide strategic financial advice. Ours is a
personalised service that adopts a holistic approach by focusing on all
aspects of your finances. We seek to establish long term client
relationships and to provide a straight forward plain English financial
planning service.
We are focussed toward long term client relationships as we believe
that this is the most effective way for clients to achieve their
financial goals.
Why choose an Independent Adviser?
Being independent means
that we are not tied to any one Company (or Mortgage Lender) and
therefore the advice we provide is totally unbiased. Only after
discussing your objectives will we research the entire UK market place
on your behalf.
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