Money IFA Investment and Lifestyle

How we can Help you

Money@IFA Ltd offer independent financial advice to individuals, trustees and businesses specifically designed around their individual circumstances.

Our main Services include:


The right investments can offer real opportunities to enhance your wealth and protect it against inflation. Money@IFA Ltd is a whole of market and has access to thousands of funds to choose from and can provide you with expert advice to help you build an appropriate portfolio.

We can also help to ensure that your investments are arranged as tax efficiently as possible, whether you are investing for your own benefit, for your family or for other beneficiaries.

Retirement Planning

For many, retirement will last as long as, if not longer than their working lives. Whilst making plans for a long and prosperous retirement is likely to involve investment in pensions. The range of strategies has never been wider. Knowing how to take advantage of the opportunities available to you is key, making our advice essential to both private individuals and business owners.

Protecting Wealth

Protecting the wealth and financial future of our clients' families is key. We are specialists in providing solutions to meet exceptional insurance needs, such as unusually high levels of life cover needed to protect estates from Inheritance Tax or to protect companies and the people who manage them.

We are also able to advise and provide solutions to a wide range of both personal and business financial areas.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Wealth Management

Wealth Management

We offer a diverse range of wealth management products. The right combination of investments can be different for each client. We are there to help you construct a portfolio that will help you achieve your goals.

Wealth Management Advice to help with planning your Retirement

Pensions and Retirement Planning.

Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.

Good quality advice to help you with your Savings and investments

Investment Advice

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.

The Financial Conduct Authority does not regulate National Savings.

Life Assurance Advice

Family Protection Needs

There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.

The Financial Conduct Authority does not regulate Trusts.

Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment

Business Advice

Advising you on Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment. To help you take all the right measures to be in the best position to achieve your business goals and the necessary steps to protect your business.


Tax Planning

Miscellaneous & Taxation information that may be useful when dealing with certain life events.

The Financial Conduct Authority does not regulate taxation and trust advice.