HEAR WHAT OUR CLIENTS HAVE TO SAY
Below are examples of the excellent working relationships we enjoy developing with our clients
ANDY HART
Founder
The IFA PA team don’t just bring their time to my business, they bring their expertise as well. They have created and streamlined task management processes that mean we all have absolute faith in what’s happening.
CHRIS THORPE
Founder
When we started working with The IFA PA the business was just starting out. I was working on my own 5 years ago and was performing all of the business functions myself.
DAVID MCCABE
Director
We started using The IFA PA in early 2022 as we needed to free up time spent on administrative and paraplanning tasks in order to ensure that we could deliver ongoing services to our clients.
BARRY & ARLENE DAVIDSON
Director & Operations Director
We started using The IFA PA in early 2022 as we needed to free up time spent on administrative and paraplanning tasks in order to ensure that we could deliver ongoing services to our clients.
PHILIP WISE
Managing Director
It’s given us the ability to complete a lot of work which was causing us real worries. The team provide a pseudo compliance role, but in a friendly way! They help us to make sure we do everything we need to by having an external perspective.
DAVID HOPKINSON
Chartered Financial Planner
The team at The IFA PA helped me by taking some of the routine work off my desk and giving me the comfort of knowing that if I wanted to take a week off from the office, there would be someone available to speak with my clients if they called the office or emailed me.
RICHARD WEATHERBURN
Financial Adviser | 313 Wealth Management Ltd
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