Ifaco
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 […]
Tags: financial adviceguidanceIFA Companyifacoindependent retirementinvestmentLucy McKinleyplan for the futuresupport
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 […]
Tags: afforableEgremontfinancial adviceGreengarth Business ParkHolmrookifacoindependentlocalLucy McKinleynew locationThe IFA Company
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 […]
Tags: advicefinancial advicefinancial decisionsIFA Companyifacoindependent financial adviceLucy McKinleyMoney MattersPeace of MindPensions
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 […]
Tags: cost of livingfinancial adviceIFA CompanyifacoLucy McKinleyMoneymoney worriesoverwhelmingretirementwealth management
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 […]
Tags: financial adviceIFA CompanyifacoLucy McKinleyMoney MattersPensionsSellafield
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 […]
Tags: advicefinancial adviceIFA CompanyifacoLucy McKinleymoney worries
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 […]
Tags: cost of livingfinancesfinancial adviceIFA CompanyifacoLucy McKinleyMoney Mattersoverwhelmingplanretirement
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 […]
Tags: aprilfinancial advicefinancial year endIFA Companyifacoindependent financial adviserLucy McKinleyTax Allowancestax year
The Benefits of Using a Financial Advisor
The Benefits of Using a Financial Advisor Lucy McKinley from The IFA Company explains why the benefits of using a financial advisor can be considered in more than financial terms. ‘Peace of mind’ is something that we talk about a lot with new clients. We often tell clients that the cost of using an advisor […]
Tags: financial adviceifacoLucy McKinleyThe IFA Company
Financial Advice that’s Clear, Fair and Independent
Financial Advice that’s Clear, Fair and Independent 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 wide […]
