IFA Home Counties Limited

IFA Home Counties Limited

IFA Home Counties Limited locationRoydon, Harlow, Brentwood, Essex & Hertfordshire

Elite Pro (6 Reviews)

We put clients at the forefront of our business, we listen and offer analysis of clients needs and aspirations.
We are totally Independent and engage with all the companies and products in the market place.
Offering Specialist advice in the area of Pensions and Investments.
We have a pension specialist who can offer advice regarding occupational pension schemes and individual arrangements that clients have built up throughout the years.
In this new world of low interest rates and inflation we can offer many low risk investment solutions that offer good value for money.
We offer a free initial consultation and pride ourselves on the service we provide our valued clients.

  • 5 hours average response time
IFA Home Counties Limited Reviews

Bark Reviews


Review of IFA Home Counties Limited by Chris obrien
5 15/06/2016

Absolutely fantastic service would recommend to anyone. Friendly team to work with. Efficient service. Thanks

Chris obrien
Review of IFA Home Counties Limited by Barbara Jones
5 15/06/2016

I have invested my savings with this Company for many years and have always had good advice, including answers to my numerous questions.

Barbara Jones
Review of IFA Home Counties Limited by Joanna Trionne
5 15/06/2016

I have always been very pleased with the service and results I have received from them

Joanna Trionne
Review of IFA Home Counties Limited by Claire
5 15/06/2016

Laurence made my first experience with a financial advisor a pleasent one putting me at ease throughout the process looking forward to working with IFA Home Counties for the future

Claire
Review of IFA Home Counties Limited by Shaun Franks
5 15/06/2016

I was referred to Laurence by a friend and i am happy with the advice i have received to date

Shaun Franks
Review of IFA Home Counties Limited by Karen Brondy
5 15/06/2016

I had a number of pensions and investments and they have been very well handled since 2009

Karen Brondy

IFA Home Counties Limited


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IFA Home Counties Limited on Google Maps

Company Location

3 The Dr, Warley, Brentwood CM13 3FR, UK

IFA Home Counties Limited Q&A

Company Q&A

What do you love most about your job?

It gives great satisfaction to know that my clients are placed in the best possible area for there needs.

What inspired you to start your own business?

I decided in 2008 that clients needed a service which offered clear and independent financial advice with fare and clear fees.

Why should our clients choose you?

I have 25 years experience in financial services and i have taken and passed all the qualifications that are avaiable

Services provided by IFA Home Counties Limited

Services

Pension Specialist

Analysis of Occupational Pension Arrangements, Personal Pensions, Stakeholder Schemes, Self Invested Personal Pensions, Contracted Out of SERPS arrangements etc. You could be stuck in a high charging poor performing arrangement, let us offer our independent analysis

Xray of your current Investment portfolio

We can offer a deep scan of your current portfolio in order to ascertain the real value and returns and the risk level.

Estate Planning Service

Have you made the first step in Estate Planning by making a will, if not we can help. If you have already made a will you might be interested to know that by a few adjustments you may help keep your wealth within the family this may be by making adjustments for Inheritance Tax or to avoid Old Age care home fees. We offer a free initial consultation

Work history from IFA Home Counties Limited

Work History

Independent Financial Adviser

Independent Financial Services (UK) Ltd

From January 2000 to August 2008.

Providing Independent Financial Advice on a holistic basis to various member groups including the Federation of Small Business members and NHS staff members.

Projects

Providing Free Financial Advice Education to School Children

Giving a very brief Seminar to school children on the benefits of saving and the negatives of Debt

IFA Home Counties Limited Education

Qualifications

Chartered Insurance Institute (CII)

Financial Planning Certificate 1,2&3

March 1996.

Completed the Certificate with distinction.

Chartered Insurance Institute

CeMap - Mortgage Qualification

April 2004.

Passed the qualification in order to advise on mortgages.

The London Institute of Banking and Finance

Certificate in Regulated Equity Release (CeRER)

June 2012.

This exam is required and necessary in order to provide adequate advise for Equity Release clients

The London Institute of Banking and Finance

Diploma in Financial Planning - Level 4 - A Set of Three Exams

February 2011.

This exam is now the required examination test before you can offer Financial Advice

The London Institute of Banking and Finance

Award in Pension Transfers (AwPETR)

May 2015.

This exam is required in order to give advice on technical Pension Transfers.

IFA Home Counties Limited Awards

Awards

Top 50 National Financial Adviser of the Year

National Financial Adviser Awards

July 2015.

voted for by clients

  • 5 minutes average response time

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