Group IFA

At Group IFA, our offering is entirely unique and we believe it is the first of its kind.

Each of the businesses within the group has professionals in all areas of financial planning - ranging from individual wealth management, high net worth pension planning, employee benefit solutions and wealth management to sporting professionals. These are specialist services not available through general practitioners and the offering is backed up by our pedigree in financial planning - we manage hundreds of millions of pounds worth of client assets.

Group IFA aims to understand the financial life goals of each and every client, and build a lasting relationship with them to ensure that not only is the solution tailored, but offers on-going review to meet these life goals. In short, the relationship is for life - with trust and client service being at the very heart of everything we do.

The Corporate Chartered status has been awarded to each of the Wealth Management businesses within our Group in recognition of professional excellence, is testament to our in-depth knowledge of the sector and the high level of service we provide. With fewer than 300 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. Our commitment to high standards is further demonstrated by our work to obtain the ISO 22222 for all advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the financial services industry.

When it comes to effective, bespoke financial planning from knowledgeable professionals with a proven track record, our offering is second-to-none.