Client Stories

I have been a client of Advanced IFA for over 20 years. I originally contacted David for investment advice as I had a large sum on deposit making little interest whilst also being liable to 40% inheritance tax.  David and his team have worked closely with myself and my family over the last 20 years and I very pleased to say my whole estate is no longer subject to 40% Inheritance Tax. I have taken ongoing advice and have regular meetings and by using Trusts, Gifting and various investments my family will save in excess of 2million pounds on my estate.  From our initial dealings in 2004 Advanced IFA now advises myself, 4 family members and various friends. 

Andrew and the team at Advanced IFA were fantastic throughout our recent remortgage, and we couldn't recommend them highly enough. Andrew took the time to understand our circumstances, providing clear options and expert advice that allowed us to make informed decisions. We were remortgaging at a particularly challenging time, with interest rates increasing rapidly, sometimes almost overnight. Andrew was always on hand, keeping us informed and ensuring we were able to secure the best rate available for us. He was also excellent throughout the entire process, guiding us through each step, answering our questions and following up with the solicitors to keep everything moving smoothly. The level of service, communication and support we received was fanstastic. We would highly recommend both Andrew and Advanced IFA Ltd.

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 discussed our opportunities in a manner that was easy to understand, advised specifically the best options for our circumstances & guided us through the process. Huge thanks to both David & Sandra for all their advice, help & support.