Independent Financial Advisory Service - Bristol

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Independent Financial Advisory Service: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, the Independent Financial Advisory Service (IFAS) presents a compelling option. Located at 2 Tower Ln, Barrs Court, Bristol BS30 8XT, United Kingdom, and reachable by phone at 1179618222, IFAS operates as a dedicated financial consultant and mortgage broker, offering a tailored approach to financial planning.

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About IFAS Group

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IFAS Group is a firm committed to providing impartial and professional financial advice. They distinguish themselves through their independence, meaning they are not tied to any particular financial product provider. This allows them to offer unbiased recommendations, prioritizing the client’s best interests above all else. Their core services encompass a wide range of financial needs, from initial consultations and retirement planning to investment strategies and mortgage solutions. They pride themselves on building long-term relationships with clients, fostering trust and transparency throughout the entire process. The company’s ethos centers around empowering clients to make informed decisions about their financial future, ensuring they are well-equipped to achieve their goals.

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Services Offered

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IFAS Group’s service portfolio is designed to cater to diverse financial circumstances. Key offerings include:

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• Financial Planning: They develop personalized financial plans considering current income, expenses, debts, and long-term objectives. This includes budgeting, cash flow management, and goal setting.

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• Mortgage Brokerage: IFAS assists clients in securing the most suitable mortgage deals, comparing rates and terms from various lenders to find the optimal solution. They handle the entire mortgage application process, streamlining the experience for the client.

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• Retirement Planning: A crucial aspect of their service is helping clients plan for a comfortable retirement. This involves assessing retirement needs, exploring pension options, and developing strategies to maximize savings.

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• Investment Advice: IFAS offers investment advice tailored to individual risk profiles and financial goals. They consider a variety of investment vehicles, including stocks, bonds, and mutual funds.

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• Inheritance Tax Planning: They provide guidance on minimizing inheritance tax liabilities through strategic estate planning.

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Location and Accessibility

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The IFAS Group office is strategically located at 2 Tower Ln, Barrs Court, Bristol BS30 8XT, United Kingdom. For clients requiring convenient access, the premises feature a wheelchair-accessible car park, demonstrating a commitment to inclusivity. It’s advisable to make appointments in advance to ensure dedicated attention and optimal utilization of the advisor’s time.

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Client Feedback and Reputation

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Currently, IFAS Group has 0 reviews on Google My Business, indicating a nascent online presence. Consequently, the average opinion is 0/5. While this lack of reviews presents a challenge, it also signifies an opportunity for the company to actively cultivate positive client feedback and enhance its online reputation. Building a strong online presence through testimonials and positive reviews will be a key focus moving forward. Potential clients are encouraged to conduct independent research and seek references before engaging with any financial advisor.

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Contact Information

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To schedule an appointment or to discuss your financial needs, please contact IFAS Group at 1179618222. Alternatively, you can visit their website at ifasgroup.co.uk for more information and to explore their services further. The website provides detailed information about the company’s approach, team members, and service offerings.

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