Testimonials:

We have dealt with The IFA Company for many years, they have helped us achieve our goals with great advice. From their early advice, our boys have had nest eggs when they were at university which they greatly appreciated. We remain on course for our retirement goals thanks to their advice. In a complex world they are as straightforward as they can be. They were on hand to assist my family when my father died and did so with great understanding and compassion. All the most impressive is that we do this from a long distance and manage it effortlessly.
— D & T Starkey, Cardiff. Clients since 2000
The IFA has provided me with sound financial advice for over 20 years, covering tax returns, pensions and investments. Frances & Lucy provide a very personable service which is geared up to your individual needs and all dealings are carried out in a very professional manner. The advice provided by the IFA Company has enabled me to take early retirement and maximise the return on my investments, providing me with a secure future for me and my family
— E. Scott, West Cumbria. Client since 1995
I came to The IFA Company as I was planning for my retirement and didn’t have a clue as to whether or not my savings would be enough to secure a decent standard of living once I had finished work. The advice I have been given over the years has been first class and needless to say I have been able to enjoy my retirement free from financial worries, I would highly recommend them to anyone who needs advice on any financial matters.
— S. Edwards, West Cumbria. Client since 2004
We have been with The IFA Company for a number of years, and have found the financial advice and guidance provided by Frances & Lucy has been excellent. We would certainly recommend them to other potential investors.
— M. & J. Gilbert, North Wales. Clients since 2012
I have been very impressed by the service provided by Frances originally, and then by Lucy. The service provided has always been very professional and very user friendly. I know I can phone or email at any time, to ask questions or ask for advice. I have always had prompt replies and sound advice. I would definitely recommend The IFA Company to family and friends.
— D. Gilbert, Nottinghamshire. Client since 2016
The IFA Company has provided me over many years with much appreciated financial advice and services which have positioned my family so that we have robust financial position. This has been done through regular savings, private pension provision, planning educational expenditure, tax efficiency and advice on our wills. This will allow me to retire comfortably and finance my son’s university education before State pension age.
I would recommend to anyone that they give The IFA Company the opportunity to improve their wealth being.
— C. Knott, West Cumbria. Client since 1997
I am very pleased with the service I have received, over many years, from Frances & Lucy at the IFA Company. I have found their financial advice invaluable & always delivered in a very helpful, friendly manner.
— M. Malkinson, West Cumbria. Client since 1997