Why use an IFA?
As Independent Financial Advisers we are able to provide personalised advice on a host of areas as follows:
* Savings & Investments
* Inheritance Tax
Your home may be repossessed if you do not keep up
repayments on your mortgage.
We charge a fee of £345 payable at the time of completing the application for the advice provided to you in recommending a mortgage deal. We may also receive a commission from the lender which covers the cost of administration and the arranging of your mortgage application
Getting the right advice means speaking to the right people.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.
We have a wealth of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf. We hold the necessary qualifications, authorisations and professional indemnity insurance.
For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.
Lifetime Financial Solutions is a trading name of Sophex Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register/) under reference 457902.>
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The FCA do not regulate some forms of Tax Planning.
For advice on any of the above, Contact
Sophex Limited: Registered office: Sophex House, 3 Church View, Fleggburgh, Norfolk NR29 3DJ. Company No: 05882188.
We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567