Why use an IFA?

Choosing to work with an independent financial adviser (IFA) is about more than just numbers—it’s about trust, clarity, and feeling supported in life’s financial decisions. As an IFA, I offer truly personalised advice, tailored to your goals, circumstances, and values. Whether you’re planning for retirement, considering investments, or protecting your family’s future, I bring expertise and independence to help you make informed, confident choices. My role is to simplify the complex, guide you through options, and ensure your financial journey feels secure and well-considered.

The Financial Conduct Authority (FCA), which regulates financial advisers in the UK, sets high standards to protect consumers. As an IFA, I’m required to act with integrity, provide suitable advice, communicate clearly, and always put your interests first. This includes conducting thorough assessments of your needs and ensuring any recommendations are appropriate and well-explained.

Under the FCA’s Consumer Duty, I also have a deeper responsibility: to deliver good outcomes for you. That means not just avoiding harm but actively supporting your financial wellbeing—through fair value, clear communication, and services that meet your expectations. It’s a commitment to care, transparency, and doing what’s right for you at every step.