At, the key features of our client proposition are as follows;

  • Transparency and value – Clients are always provided with a transparent and straightforward breakdown of all charges in advance of any client engagement. Our financial review service is always fixed fee basis so clients have clear visibility on the costs at the outset.
  • Quality of Advice – When advising clients we base our advice on what we would do if we were the client. Our financial planning reports are detailed comprehensive and include a clear rationale for our recommendations. Our advisers are highly experienced investment specialists.
  • Ongoing service and alignment of goals – To help meet your long term goals, providing an on-going investment advice service is an imperative. Client and adviser are working towards the same goal with no conflict of interest. With our ongoing investment advice our only agenda is to protect and grow the client’s wealth.
  • Range of services – Our comprehensive financial planning service covers all aspects of your financial requirements. Our Global investment solution covers all asset classes and will be a one stop shop for all your investment requirements.
  • Security of Assets – Impartial Financial Advice Ltd. is regulated by the Central Bank of Ireland. We are members of the Investor Compensation scheme and hold Professional Indemnity cover as required by the Central Bank of Ireland. Our investment services are advisory only and we never hold or request any discretionary authority over client funds. All client funds, investments or policies remain in the client’s name and ownership at all times.