Testimonials

What our customers have to say about us

Mrs G Blackburn

Advanced IFA have managed my investments successfully for many years, and I’m confident in the professional advice they offer. They’ve taken the time to get to know me so that they can meet my investment needs, and it’s always a pleasure speaking with them. I highly recommend David and his Team.

I contacted David to get Investment Advice and I had a few meetings with one of his advisers Sandra Appleby who is lovely, professional and dealing with another woman made me feel very comfortable. She made the whole process easy to understand and kept checking I understood. I’d recommend Advanced IFA for your Investment, Retirement and Mortgage financial planning.

Mr & Mrs Wingate

I had a yearly review of my Pension with the Pension advisor here, I learned more about my pension in this hour than I had in the 3 last years I've had it. Very clearly explained how the funds are invested etc. I came away very impressed with the service, lovely friendly staff. Well Done to all!

I was very grateful for all the help I received,I can’t fault the level of service provided and without the help I would not have been able to resolve the problem myself.The Company was recommended to me and I’m great full for this, Thankyou

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, I would highly recommend Andrew & Advanced IFA

Fantastic service from Sandra who is a very knowledgeable advisor who fully explained every step and also ensured our requirements were fully understood and all questions we had were answered clearly

Excellent professional service from the moment you walk through the door. Advice given in a clear, easy to understand way and every opportunity to ask questions through each step of the process. Thank you David , Sandra and the team for the warm welcome & looking forward to being part of the Advanced IFA portfolio moving forward.

I received an excellent and high level service from this company. Whenever l called, both Mr Newham and the staff dealt promptly with my enquiry. I would certainly recommend the company as they went out of their way to assist me with my Investments.

Mr & Mrs Stafford

After having previously used Advanced IFA to sort out my pension, I didn’t hesitate to contact them again when it came to getting advice about Investments. As anticipated, they did not disappoint. They thoroughly discussed our opportunities in a manner that was easy to understand, advised specifically the best option for our circumstances & guided us through the process. Huge thanks to both David & Sandra for all their advice, help & support

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 financialmatters. 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.

From our initial contact and throughout the whole process, Dave and Sandra were excellent in every way, providing all the information we needed in a professional and timely manner. We would certainly recommend Advanced IFA.

Cleadon Village

We have been clients of David and Advanced IFA for over 20yrs. He and his team always provide the highest level of service and financial advice. We have had Retirement, Investment, inheritance Tax Advice from them and they review these areas with us at least every year. We certainly recommend Advanced IFA, David and his team.