Business as usual during lockdown:  during the Covid-19 pandemic we are working from home via Skype, Zoom or telephone and are able to take on new clients as usual.

Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in Cardiff and neighbouring areas.  

To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence. We hold no allegiance to any bank, investment provider or life office.  We are not part of any network or group but are directly authorised by the Financial Conduct Authority.

This independence means we will never choose one provider over another unless it is in the best interest of our client. Compare this situation to a bank-employed or "network" adviser who might only have access to a limited range of solutions.

We maintain unusually high academic and professional qualifications and we exceed the FCA's qualification requirements.  This means that not only do we offer the highest standards of advice now, but that we continue to do so when other advisers may be forced to exit the industry if standards tighten in future.

How we can help you

At Whitchurch IFA Ltd we are able to provide advice on a wide range of financial products and services, from the 'staple' financial advisory areas such and pensions and investments to the more specialist areas such as equity release and inheritance tax planning.  We are happy to discuss the options to help you decide whether financial advice is right for you and we will never charge for an initial meeting.  
To find out more about the areas we can help with, click on one of the menu items above.

If you believe you may need financial advice do feel free to contact us by calling on 02920 009479, emailing enquiries@whitchurchifa.co.uk or filling in our online enquiry form by clicking here.

We look forward to being of assistance.

James Parsons BSc DIP PFS JP
Director & Independent Financial Adviser

02920 009 479