What We Do
Here at the Independent Financial Advice Centre we offer advice on every aspect of financial planning including retirement planning, investments, pensions, inheritance tax, insurance and mortgages.
HOW WE WORK
At the Independent Financial Advice Centre we strive on making the best recommendations to suit your needs and requirements. As such, we would create a personal financial plan which aims to be as clear and transparent as possible. There are 4 simple stages that you will experience:
Gathering information and analysing the details concerning your current financial position
Assessing your future plans and needs ensuring you and your family are protected at all times
Providing recommendations along with justification for the reasoning presented in a report
Review your financial plan regularly to ensure it remains on track to achieve your financial goals
We will find the right Financial Adviser for you, who will take you through each of these stages. As well as your own personal adviser, we also have a team of qualified and experienced administrative staff who will assist you through the financial planning process.
Once you are a client you can have online access to view your personal information and valuations through our Client Login, please see our online page for more information.
If you have any queries or would like to arrange your first free review and report, please do not hesitate to get in touch.
Get in touch via the form below or call us
CENTRE (GLASGOW) LTD
67 CAUSEYSIDE STREET