Why use an IFA?

As Independent Financial Advisers in Peebles, we are able to provide personalised advice on a host of areas as follows:

• Pensions
• Savings & Investments
• Protection
• Inheritance Planning
• Mortgages

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by commission or fee. If paying by fee this is typically 0.5% of the loan.

Getting the right advice means speaking to the right people.

We adhere to strict guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.

Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are everyday people from all walks to life. Our services are open to everyone.

We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.

For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.

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