The IFA Company online factfind form:
In order for us to provide you with the most suitable advice for your circumstances, we need a clear picture of your current financial situation. The factfind is the first step in gathering up to date information about you and your finances.
Please note, it’s not possible to save the information in this form and return to it later because of the high level of security we apply to protect your data. If you don’t have all the requested information to hand please leave the answer blank and we will obtain the information at a later date if we need it.