Essential IFA Ltd Information

Recommended as best for: Good standards, sound advice and professional help

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Welcome to Essential IFA Ltd

Independent Financial Advisors in Ipswich, offering a wider choice in the market

IN today's world reviewing and understanding your finance is important.

And finding an Independent Financial Advisor you can trust is equally as important.

So the Best of Ipswich is proud to bring you Essential IFA Ltd., a recommended, established independent financial advisors, here in Ipswich, giving people independent financial advice on a range of investment and savings schemes and all forms of life and income protection from the whole of the market.

Welcome to Essential IFA, Ipswich, from me, its' owner, Peter Herd.

 

At Essential IFA we offer:-

  • A personal service
  • A great choice of products
  • Services from the WHOLE of the market
  • Our specialist knowledge includes:-
  • Pensions
  • Investments
  • Complete retirement planning services
  • Wills & Trust Services

 

As an Independent Financial Advisor, I am able to operate on the basis of commission from products, or a fee-based service, depending on the individual client.

Personal, professional and with a vast range of products to help you plan your future

 

 

Our specialist areas of advice include:

Protection of family

  • We offer advice on a range of protection policies that are designed to protect the family in the event of the breadwinner dying or suffering from a critical illness.

 

Protecting your income

  • We offer advice on a range of income protection plans in the event of you not being able to work due to sickness or unemployment.

 

 

Retirement planning

 

  • It is important to save money over one's lifetime so that you can enjoy an active retirement and with this in mind we offer sensible advice on how to save over the long-term.

 

Children savings

  • Whether it is university fees or a deposit for a child's house many parents want to save on behalf of their children and we offer sensible advice on how to do this in a tax efficient manner.

 

Wealth management

  • Making sure that your portfolio is invested in a diverse and tax efficient manner can be confusing to a number of people and with this in mind we offer investment advice that is tailored to individual attitude to risk.

 

 

We also provide advice on the following areas:

  • Business Insurance
  • Home Building and Contents Insurance
  • Key Person Insurance and Director Share Purchasing Agreements for business

 

 


We are a proud Best of company here in Ipswich, with high standards and professionalism

 

 


 

Please call us on our numbers here on the Best of Ipswich, for all your professional independent financial advice.

 

When you call Essential IFA, tell them you saw their feature here on the Best of Ipswich

 


Essential IFA is an appointed representative of the Whitechurch Network Ltd which is authorised and regulated by the Financial Service Authority (FSA). The FSA does not regulate taxation advice. Essential IFA offers services only to investors in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment is not guaranteed, it may go down as well as up and income from it may fluctuate and you may not get back your original investment

Our FSA registration number is 478224.

Contact Details

Office 12, Epsilon House Business Centre
Masterlord Office Village,
West Road,
Ransomes Europark,
Ipswich

IP3 9FJ

Tel: 01473 276141
Mob: 07957 119112
Fax: 01473 206558
Email: send email
Web: visit website


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