Welcome to Braunton IFA
Our Independent Financial Advisers (IFA) site has been designed for new and existing clients who are looking for independent advice, information and financial services. We can cater for many types of clients whether looking for full financial planning or simply wish to make one transaction.
What type of service are you looking for ?
Execution Only: If you know the product you require and the company you wish to use and therefore need no advice whatsoever, take advantage of discounts available. Special terms are applied on an individual basis so please contact us with your proposed instructions and we will quote specific terms.
Limited advice: If you do not wish provide full details of your financial situation and only focus on perhaps one or two areas, this is the service for you. Such areas may be a mortgage, life cover or a single investment purchase for example. Note that with this level of service other areas are not covered within the advice process and therefore other issues will not be addressed. Advice provided may therefore not be specific to your entire financial position. Examples of this level of service may apply to looking for the best type of life assurance policy for your situation, best mortgage product and most relevant ISA for this tax year.
Full Advice: If you require a full independent financial review, our qualified advisers are at hand to assist. We are happy to deal over the phone with the use of emails and/or snail mail. Home visits can be arranged subject to location or you can visit one of our offices. We stress this is not essential and appreciate that many people prefer to deal at arms length.
