How It Works

Our process is simple. We are an unbiased intermediary, connecting investors with vetted Independent Financial Advisers that provide personalised guidance tailored to their unique financial goals and circumstances.

Step 1

Complete the short questionnaire so we can understand a bit more about your personal and financial situation.

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man sitting near table with laptop and smartphone near window
Schedule Appointment

An expert from the team will call you, usually with an hour, to schedule your complimentary introduction. They will also build an agenda for the meeting to make sure you get the most out of it.

Your appointment is free of charge and will cover the areas that you feel are most important. Advisers will come prepared to ensure you no time is wasted.

Connect With Your IFA
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January calendar
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gray laptop computer
Step 2
Step 3
Questionnaire

Investor Connections

We're here to bridge the gap and rebuild trust in the industry. There are some really great Financial Advisers out there. You just need to find the one that you feel most confident with.

A person is interacting with a smartphone displaying financial data, while a laptop in the background shows various stock market indices. The hand is using a finger to navigate the smartphone. Both screens are filled with numbers and graphs related to market information, with the laptop displaying line charts.
A person is interacting with a smartphone displaying financial data, while a laptop in the background shows various stock market indices. The hand is using a finger to navigate the smartphone. Both screens are filled with numbers and graphs related to market information, with the laptop displaying line charts.
Financial Planning

Personalised advice for investments, retirement, and tax strategies.

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People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
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A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
Tailored Solutions

Comprehensive financial planning to meet unique client goals.

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IFA Connect

Connecting investors with independent financial advisers.

Connect with an ifa

hello@ifaconnect.co.uk

+447833191126

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