There are many ways you can benefit from working with an IFA. These include:


  • They can help you construct an investment strategy
  • They can advise on the best ways to draw upon a pension at or in retirement
  • They will be able to help with old pensions you may have and, if suitable, consolidating previous pensions schemes
  • They can help you with tax planning
  • And long-term financial planning
  • They will have access to the market and can supply you with up to date financial information
  • They can act as an important sounding board as you consider your goals
  • They will be able to help you with your insurance requirements, including life assurance, critical illness and protecting your income
  • Helping with issues you or family members may face with long-term care costs
  • Helping you understand more complex financial products such as Enterprise Investment Schemes (EISs), and Venture Capital Trusts (VCTs) and advise on their suitability for you



One important aspect of an IFA’s work and role, often under-estimated, is the technology they will have available to support their work. They will have access to investment platforms, cash flow planning tools, quote systems to compare companies and costs, as well as market information tools.