YOUR
INVESTMENTS.

Our
Priority.

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FT IFA are completely and totally designed around you. We’re about making your money work as hard as it can, to achieve the maximum return, enabling you to enjoy the life you’ve planned for.

It’s as simple as that.

Because we’re all different, we all have our own version of what financial success looks like. A dream holiday home, more time to spend with family and friends, living mortgage-free or early retirement - however you see your future, we can help you plan ahead and paint a clearer picture of it.

Once you know what you are saving or investing for, you’ve realised one of the most important formulas to success. Setting goals helps focus on what you want and acts as a strong directional compass to work towards. FT IFA can not only help you identify these goals, we can do much more by actually helping you achieve them. We say this with complete confidence because we’ve been delivering successful financial outcomes for our clients for over 30 years.

Your savings. Your way.

At FT every client has their personal low-cost wealth platform. This is a dedicated portfolio portal which enables you to track your investments 24-7. It’s the same technology used by investors all over the world to view and manage investment funds. We also provide bespoke investment and taxation advice as well as regular investment meetings for UK residents based here or abroad. So wherever you are and whichever of our services you require, we can always help.

  • I recently took early retirement in South Africa and was looking to invest those funds and future earnings in the UK. Steve took the time to actually listen to my requirements and circumstances then put together a plan that ticked all the boxes. He took time out to meet with me on various occasions and at times convenient to me. He was quick to respond and set things up and explained things in a way that I could understand.

    — LIZ —

  • What were the circumstances that caused you to look for a financial adviser? Moving my company pension out of the business and back into my own control. I felt if I left the money where it was the company would have taken it all back into the fund in my situation leaving my family with no claim. Steve helped me to go through and understand the process and explain the ins and outs. I got the advice I needed.

    — JOHN —

  • As a first-time buyer, acquiring a mortgage seemed complicated. However, Steve, recommended through the family, made the whole process as easy and effortless as possible for me. When its time for renewal, I know who I’ll be calling! By providing such a personable and committed service, along with his expertise, I couldn’t recommend Steve highly enough.

    — BEN —

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be a valued client
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