Our independent status offers us the ability to survey the whole of the financial market to offer you the best products tailored to suit your requirements and help you reach your goals.
We help our clients achieve the best results from their financial planning, by providing first-rate advice in the areas of investments, retirement benefit advice, pensions, wealth management, protection and Inheritance Tax planning.
We offer a holistic approach to our clients, looking at the whole picture of their circumstances, their lifestyle and objectives to offer the best possible approach to their financial needs.
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People and Business IFA are Independent Financial Advisers who are passionate about helping private individuals and business owners manage their financial affairs. We create financial plans designed to achieve, maintain and protect a desired lifestyle or business goal.
We have over 25 years’ experience in the financial marketplace. Our clients include private individuals, business owners and corporate bodies; our independent status allows us to provide recommendations from the whole of the market.
People and Business IFA do everything we can to cut through the complexity of legislation changes and industry jargon to ensure our advice is straightforward. Our clients see us as the first point of call whenever they have a financial related question.
We are always interested in talking to new clients, whether to discuss a specific requirement or talk over your situation. For a no obligation discussion, call us at People and Business IFA on 0151 546 1969 / 0800 15 227 15 (free calls from UK landline) or send us an email.
You can also leave us an enquiry and request a call back within our website here.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR, Tel: 0800 023 4567 or 0300 123 9 123, web: www.financial-ombudsman.org.uk