Investment & Tax Efficiency
Streamline your investments, reduce tax liabilities, and ensure every decision contributes to your long-term financial security and growing savings. Experience a fast and free introduction to professional financial advice. Our matching service connects you with an IFA quickly, so you can get your no-obligation meeting set up in under 24 hours and start planning your future without delay.
Frequently Asked Questions
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Our service connects you with a specialized advisor who can help optimize your investment strategy.
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It’s simple. First, you fill out a form with your basic details and financial goals. Next, one of our team members calls you to understand your current investment setup and tax situation. Finally, we match you with an advisor best suited to enhance your investment and tax efficiency.
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In the form, we ask for key details about your investment objectives and tax considerations. During our follow-up call, we gather more in-depth information about your financial circumstances and goals to ensure an accurate match.
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No, our matching service is completely free. There are no subscription fees or hidden costs associated with connecting you to the right advisor.
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No, there is no obligation to proceed after being matched with an adviser. You can have an initial conversation, ask questions, and decide if their services are right for you before making any commitments. Our goal is to connect you with the right adviser—whether you choose to move forward is entirely up to you.
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If you’re making important financial decisions—such as investing, planning for retirement, managing inheritance, or optimising tax efficiency—an independent financial adviser can provide expert guidance to help you make the best choices. If you’re unsure, IFAs within our network offer a free initial consultation to discuss your needs.
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We take data privacy seriously. All the information you share is securely stored and used solely for the purpose of matching you with an appropriate IFA.
Testimonials
Real Connections
Real Results
Paul (via Trustpilot)
"A smooth and reliable process... I was matched with an advisor who provided clear guidance on my retirement planning."
Jessica
"I needed help setting up my pension scheme. The service was great—fast and reliable—and I was matched with an advisor in less than two hours!"
John (via Trustpilot)
"I wasn't sure what I needed, but throughout the process, I was guided to the right IFA for me."
Taylor
"It was really helpful in an area where I had no previous experience. I got connected with an advisor quickly."
Richard (via Trustpilot)
"Exemplary service. I would recommend it."
Steve
"I needed to transfer out of my final salary pension. They found the right advisor to do it!"
Emily
"If you are looking for genuine, unbiased advice, IFA Connect has the best network of reputable advisors."