IFA Company

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Why making savings should be on everyone’s list of resolutions this new year!

NEW YEAR, NEW YOU? The IFA Company’s Lucy McKinley explains why making savings should be on everyone’s list of resolutions this new year. There are lots of reasons why we encourage people to save money, but the most obvious is financial security. By setting aside money regularly, we can build an emergency fund to cover […]

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Lucy McKinley: MA CertCII DipPFS

The advantages of using an independent financial advisor

The advantages of using an independent financial advisor 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 advise clients, so they can choose from a […]

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Lucy McKinley: MA CertCII DipPFS

Financial Peace of Mind, with Lucy McKinley

Financial Peace of Mind The IFA Company’s Lucy McKinley talks about how using a financial advisor can help more than just your finances. 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 peace of mind with our clients, this […]

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The Benefits of Using a Financial Advisor

The IFA Company’s Lucy McKinley on when and why people need financial advice…

WHEN & WHY In this edition, 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 more to my job than just telling people what to do with their money […]

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Lucy McKinley: MA CertCII DipPFS

Tax Allowances Explained…

Tax Allowances Explained… The 6th of April sees the start of the new tax year and the availability of new tax allowances. The IFA Company’s Lucy McKinley gives us a quick guide to the allowances that could maximise your savings potential. ISA allowance ISAs are a great way to save efficiently because the cash and […]

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