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Qifa Financial Planners focus on “You” – your lifestyle, your ambitions, your health and your retirement. We help people to recognise and achieve their goals through an integrated financial planning approach. We can help you build, grow and protect your wealth. We believe we can change peoples lives, offer peace of mind and a sense of control over their finances.
We are changing the world, one financial plan at a time.
I love helping people solve a financial problem. This may be some advice on setting a budget that suits their pocket or creating a cashflow forecast that will give them clarity and confidence for the future.
I believe in helping our clients to plan and prepare for the future.
Through an integrated financial planning approach we can help you build, grow and protect your wealth.
I believe we can change people’s lives, offer peace of mind and a sense of control over their finances.
We are changing the world, one Financial Plan at a time.
What inspired you to start your own business?
For over 20 years,I worked as a tied agent . I always wanted to be able to give financial advice which was not clouded by trying to get a sale at the end of the meeting to pay for my time.
As a Certified Financial Planner I can charge a fee for financial advice, thus ensuring independence of thought.
I also have a full suite of products from over 10 providers available to me.
Why should our clients choose you?
1 I am a Certified Financial Planner.
2 I am a specialist in providing Financial advice.
3 I charge a fee for my service, ensuring independence of thought.
4 Over 34 years working as a financial advisor.
5 We are an award winning brokerage.
6 We are not tied agents and deal with over 10 different companies.
7 We have invested heavily in software packages to improve the customer experience.
8 All our staff are Qualified Financial Advisors or are studying for this qualification.
9 Sean is a professional Landlord with 3 grown children .He has graduated from the University of Life . The knowledge he imparts is based on experience and expertise.