Client Testimonials

  • I have found that the Financial Advisers always make it easy for me to understand all the financial areas I want to discuss in plain English. I am happy to recommend Advanced IFA Ltd to all of my friends and family.

    MR HR G (MBE)
  • I have been receiving advice from Advanced IFA Ltd regarding Investment & Inheritance Tax Planning for over 10 years. With their help I have managed to  plan the future distribution of my estate whilst reducing the estates Inheritance Tax bill for my family .

    Mr G, London
  • Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice.

    Mr C, Matrix Technology Limited
  • Following very good advice our lives were made so much more comfortable following successful claims on an income protection policy when I had an accident after falling off my motorbike and later a successful claim on a critical illness policy. We could not be happier with the service we have had from our financial advisers.

    Mr & Mrs L, Sunderland
  • I have been dealing with David and his team at Advanced IFA for over 10 years and I have recommended them to many other Friends and family.

    M Family, Cleadon Village

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Other Areas Of Expertise

    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. ...

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    • Taxation

      Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser

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    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace.

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    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions

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    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

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