FT IFA are completely and totally designed around you. We're about making your money work as hard as it can, to achieve the maximum return, enabling you to enjoy the life you've planned for. Because we're all different, we all have our own version of what financial success looks like. A dream holiday home, more time to spend with family and friends, living mortgage-free or early retirement - however you see your future, we can help you plan ahead and paint a clearer picture of it.
Once you know what you are saving or investing for, you've realised one of the most important formulas to success. Setting goals helps focus on what you want and acts as a strong directional compass to work towards. FT IFA can not only help you identify these goals, we can do much more by actually helping you achieve them. We say this with complete confidence because we've been delivering successful financial outcomes for our clients for over 30 years.
At FT every client has their personal low-cost wealth platform.
Once you know what you are saving or investing for, you've realised one of the most important formulas to success. Setting goals helps focus on what you want and acts as a strong directional compass to work towards. FT IFA can not only help you identify these goals, we can do much more by actually helping you achieve them. We say this with complete confidence because we've been delivering successful financial outcomes for our clients for over 30 years.
At FT every client has their personal low-cost wealth platform.
Services
For over 30 years, I have personally advised hundreds of clients on their financial matters and provided a bespoke service for every single one of them.
To counteract the current industry trend towards a lack of personal service across Investment and Pension Providers, I set up FairTrade to work more closely with clients and provide a transparent service that gives you more control and more say over your investments because I strongly believe that self investment is fundamental to your financial success.
To counteract the current industry trend towards a lack of personal service across Investment and Pension Providers, I set up FairTrade to work more closely with clients and provide a transparent service that gives you more control and more say over your investments because I strongly believe that self investment is fundamental to your financial success.
The world of investments; pension plans, stocks & shares and ISAs can be confusing and overwhelming for many clients.
So we see the first part of our job as helping to simplify things.
We believe that only when you understand the investment options open to you, you're able to make informed decisions.
Whether you're taking your first steps as an investor or you're looking for expert advice about your current portfolio, we can offer the best advice for you.
Our one-to-one service helps us understand your needs and is an integral part of our personal financial planning.
So we see the first part of our job as helping to simplify things.
We believe that only when you understand the investment options open to you, you're able to make informed decisions.
Whether you're taking your first steps as an investor or you're looking for expert advice about your current portfolio, we can offer the best advice for you.
Our one-to-one service helps us understand your needs and is an integral part of our personal financial planning.
What were the circumstances that caused you to look for a financial adviser?
Moving my company pension out of the business and back into my own control.
I felt if I left the money where it was the company would have taken it all back into the fund in my situation leaving my family with no claim.
Have you seen the outcome you were hoping for?
My outcome is still ongoing at the moment so is not complete just yet, but on an advice basis yes, I got the advice I needed.
Steve also gave my partner some free advice on her pension.
Moving my company pension out of the business and back into my own control.
I felt if I left the money where it was the company would have taken it all back into the fund in my situation leaving my family with no claim.
Have you seen the outcome you were hoping for?
My outcome is still ongoing at the moment so is not complete just yet, but on an advice basis yes, I got the advice I needed.
Steve also gave my partner some free advice on her pension.
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