Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
Welcome to Advanced IFA Ltd.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 0191 548 3333 or email us at office@advancedifa.co.uk and we'll be pleased to help you.
Here's how we formulate the plan towards Your Goals.
Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.
Our Main Services.
See What Our Clients Have To Say About Us.
Great Investment Advice
I contacted David to get Investment Advice and I had a few meetings with one of his advisers Sandra Appleby who is lovely. She made the whole process easy to understand and was very professional. I decided to invest for capital growth and I'm very happy. I'd recommend Advanced IFA for your financial planning.
Very helpful and informative
My father wanted to look at some different investment options as his current portfolio was not returning its expected results. We visited Advanced IFA and were greeted with a smile on arrival. We met David and he was extremely patient (with my father's many questions), knowledgeable and professional. In the end my father decided to bring his business to Advanced IFA and he has been extremely satisfied since. The staff are always there for you, super friendly and professional and nothing is too much trouble.
Advanced IFA and Sandra Appleby highly recommended
David and his team provide an exceptional level of service. We would highly recommend their services as they are friendly, professional, and can be trusted to support you with any financial matters. Sandra Appleby helped my husband and I with our pensions. We were guided through, and informed of progress every step of the way.
Advanced IFA get the job done, and give you peace of mind over your finances, and are an absolute pleasure to deal with.
5 star Advice
My parents and I met with Sandra at Advanced IFA to discuss their existing pensions and options. Sandra explained things professionally in a very easy to understand way. I'd happily recommend Advanced IFA for your financial Advice.
First Time Buyer
We used Advanced IFA for purchasing our first home. Great service from Andrew who kept us updated throughout and guided us through the process. Was stress free thanks to Andrew, would highly recommend.
Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 8634.8 |
51.990234 
|
0.6057484
|
| FTSE ALL-SHARE | 4651.47 |
27.850098
|
0.602344
|
| FTSE MID 250 | 19590.86 |
115.37891
|
0.5924316
|
| FTSE 350 | 4703.28 |
28.25 |
0.6042742
|
| Dow Jones | 41989.96 |
-11.800781  |
-0.02809592
|
| S&P 500 | 5633.07 |
21.219727 |
0.37812355
|
Source: RapidAPI
