Independent Financial Adviser

A grand sounding title, but what does it mean in practice?

1. Independence    

We’re not tied to promoting the products or services of a particular bank, insurance company or building society. You will have access to all the products on the market, researched and evaluated by a fully qualified IFA, whose job it is to recommend the most suitable and appropriate course of action specifically for you.

As are all IFA’s,  we are answerable to the Financial Services Authority (FSA) and provide personalised and written reasons why we have recommended a particular product or course of action, taking into account your circumstances, financial goals and attitude to risk.

2. Personal Service

• Being independent means we’re hands-on and always available.
• You talk and meet directly with those of us who deal personally with your business in a relaxed and confidential manner.
• No intermediaries! No call-centres!

Financial Advice  

The number of financial products available can be daunting and lead to many potential investors taking no action and leaving their money languishing in the wrong place.

It’s important to seek professional advice in drawing-up a plan for dealing with your financial needs. Often making a move in one area will have a knock-on effect in another. SPB will help you to see the broad picture and fit the pieces of the jigsaw into
the right places.

Whatever you need, we’ll help you find the answer

• Looking for the best way to save for retirement?
• Negotiating a mortgage?
• Investing in the future for yourself and family?
• Inheritance tax planning?

The most appropriate financial product, the right answer to your need is certainly out there. It’s simply a case of how best to find it.

No investment advice or decision should be based on the content of this site. Always take full individual advice first. Regulations and legislation governing taxation, investments and pensions may change in the future.

Spring Parker Brown is an appointed representative of Investments Ltd which is authorised and regulated by the Financial Services Authority. Registered address: 20 Willow Drive, Cheswick Green, Solihull, B90 4HN

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