Financial Design (IFA) Ltd
Financial Design (IFA) Ltd is a financial services company based in Kenilworth, England. They specialize in providing expert financial advice to clients as independent financial advisors. With a focus on personalized service, Financial Design (IFA) Ltd helps clients achieve their financial goals and secure their financial future. Their extensive knowledge and experience in the industry make them a trusted partner for individuals and businesses seeking financial guidance.
Introduction to Financial Design (IFA) Ltd
Financial Design (IFA) Ltd is a financial advisory company based in Kenilworth, England. The company was founded with the goal of providing comprehensive financial services to clients. What makes this company unique is their personalized approach to financial planning. They take the time to understand each client's situation and develop a customized plan to meet their needs.Services & Products
Financial Design (IFA) Ltd offers a range of financial services such as retirement planning, investment advice, and insurance planning. They also provide tax planning, estate planning, and mortgage advice. Clients can buy financial products such as mutual funds, stocks, and bonds through the company.Location
The company is located on Whateley's Dr in Kenilworth, a small town in Warwickshire, England. The area is known for its beautiful parks and historic landmarks, such as Kenilworth Castle. The town center is home to various small businesses and restaurants. The nearest public transportation options are the Kenilworth Rail Station, which is 1.5 miles away, the Leamington Spa Rail Station, which is 4 miles away, and the Coventry Bus Station, which is 6 miles away.Benefits
Customers should choose Financial Design (IFA) Ltd because of their personalized approach to financial planning. The company takes the time to understand each client's unique situation and develop a customized plan to meet their needs. They offer a range of financial services and products to help clients achieve their financial goals.Good to Know
Customers should be aware that Financial Design (IFA) Ltd is a fee-based financial advisory firm. They charge a fee for their services rather than earning commission on products they sell. This ensures that clients receive unbiased advice that is in their best interest.Reviews
Customers have praised Financial Design (IFA) Ltd for their personalized approach to financial planning. They appreciate the time and care the company takes to understand their individual needs and develop a customized plan. Clients have also noted that the company's fee-based model ensures that they receive unbiased advice that is in their best interest.Amenities
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online services -
retirement planning
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investment advice
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tax planning
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financial planning
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wealth management
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estate planning
FAQ
What experience does your company have in providing financial advice?
At Financial Design (IFA) Ltd, we have been providing financial advice for several years. Our team consists of experienced professionals who have a wealth of knowledge in the financial industry. We have helped numerous clients achieve their financial goals and we strive to continue doing so.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's financial situation. However, we are transparent about our fees and we will provide clients with a breakdown of costs before any services are provided. We do not charge hidden fees and we are committed to providing affordable and competitive rates.What types of financial products do you offer?
We offer a wide range of financial products to our clients. These include but are not limited to, pensions, life insurance, investments, and mortgages. Our team of experts will work with clients to determine the best financial products to suit their individual needs and goals.How do you determine the best financial strategy for your clients?
We determine the best financial strategy for our clients by taking a comprehensive approach to their financial situation. We consider factors such as their financial goals, risk tolerance, and current financial situation. Our team then works to develop a customized financial plan that is tailored to the client's individual needs and goals.Can you provide references from satisfied clients?
Yes, we can provide references from satisfied clients upon request. We are proud of the work we do and the relationships we have built with our clients. We are confident in our ability to provide high-quality financial advisory services and we are happy to provide references to potential clients.Reviews
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ashleighquig1
I’ve recently used Financial Design when looking to get a mortgage as a first time buyer. I was struggling as I’m self employed with a limited business, but Jordan was incredibly helpful, giving me a few different options, explaining everything clearly, every step of the way, and he managed to sort me a mortgage at a rate that I’m happy with. He really went above and beyond from start to finish. He was always quick to respond to emails and calls, and always friendly and approachable. On the odd occasion that Jordan wasn’t available, he made sure that another member of the team (Adam) was on standby if I needed anything- Adam was also very helpful. I couldn’t recommend Jordan (and Financial Design) more! I will definitely use them again in the future!
26-04-2023
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Hywel
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
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K Woolmen
Critical: Professionalism, Responsiveness, Value
26-05-2021
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Alex Pink
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Ryan Quigley
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Adam Williams
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Ben Hartshorne
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
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Casey Cripps
Positive: Professionalism, Quality, Responsiveness
26-05-2021
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Tom Jones
Positive: Professionalism
26-05-2021
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tom botton
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
