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Financial advice covers more than just your money…
The IFA Company’s Lucy McKinley talks about how financial advice covers more than just your money. by Lucy McKinley: MA CertCII DipPFS When people hear that I’m a financial advisor, they often assume my job is all about investments. Many think I spend my days trying to predict the stock market, finding the next big […]
A big change for The IFA Company – we’re investing in our future!
A big change for The IFA Company – we’re investing in our future! As every good financial planner knows, change is inevitable. So, we’re excited to share a big change for The IFA Company… We have moved to Greengarth Business Park in Holmrook The IFA Company had an office in Egremont for well over 30 […]
INVESTING IN PEACE OF MIND: using a financial advisor can help more than just your finances
INVESTING IN PEACE OF MIND The IFA Company’s Lucy McKinley talks about how using a financial advisor can help more than just your finances. by Lucy McKinley: MA CertCII DipPFS The financial benefits of using a financial advisor are widely known, but what about the benefits to your mental wellbeing? We often talk about financial […]
NEW YEAR, NEW CASH: Turn your clutter into extra pennies
NEW YEAR, NEW CASH Turn your clutter into extra pennies. by Danni Murphy January is always tough on the wallet. After the festive splurges, many of us are feeling skint, and the credit card bills are coming in. But did you know that the odds and sods tucked away around your home could actually put […]
The best present this Christmas? …investing in expert financial advice!
FINANCIAL ADVICE That’s clear, fair and independent Lucy McKinley from The IFA Company shares why investing in expert financial advice might just be the most rewarding present you’ll ever give to yourself. by Lucy McKinley: MA CertCII DipPFS With Christmas fast approaching, it’s only natural we start thinking about gifts. But have you thought about […]
Copeland Age & Advice Service: Supporting Independent Living Across Copeland
COPELAND AGE AND ADVICE SERVICE Supporting Independent Living Across Copeland. by Danni Murphy Since its launch, Copeland Age and Advice Service (CAAS) has made a remarkable impact across West Cumbria, helping over 6500 older residents live safely, confidently, and independently in their own homes. Based at their new premises at A20 Haig Enterprise Park in […]
Financial Advice IS for Everyone – Lucy McKinley explains why support matters, whatever your situation
Financial Advice IS for Everyone Lucy McKinley explains why support matters, whatever your situation. by Lucy McKinley: MA CertCII DipPFS The IFA Company’s Lucy McKinley talks about when and why people need financial advice. People often tell me that they don’t need financial advice because they have no money. I say that there’s a lot […]
INDEPENDENT ADVICE EXPLAINED by Finance Expert Lucy McKinley
INDEPENDENT ADVICE EXPLAINED Financial advice that’s clear, fair and independent by Lucy McKinley: MA CertCII DipPFS The IFA Company is proud to offer independent financial advice. Lucy McKinley explains what independent advice means for clients and the advantages of using an independent financial advisor. An independent financial advisor is not restricted in how they can […]
Financial Advice with Lucy McKinley: Investing a Cash lump sum
The thought of investing money can be daunting, especially if you’ve never had any experience of investing. Lucy McKinley explains how The IFA Company recently helped a couple with advice on investing a cash lump sum. Chris and Mary came to The IFA Company for advice on what to do with a large cash lump […]
Spotlight on Sellafield Pensions: Financial advice that’s clear, fair and independent
FINANCIAL ADVICE That’s clear, fair and independent by Lucy McKinley: MA CertCII DipPFS Pensions can be confusing, especially when you’re nearing retirement and you have important decisions to make. The IFA Company’s Lucy McKinley looks at the case of a recent client who needed advice on taking benefits from his Sellafield pensions. Joe arranged an […]
