For a client-centric organisation, the client journey is a key benchmark for success. At Group IFA we are committed to exceeding client expectations. Here are just a few of the comments made by clients:
I have been a client of Group IFA for over four years. Phil and his team supported me greatly after my previous provider were responsible for a grave admin error which resulted in a lengthy enquiry. With Phil’s expert advice and professionalism, he diligently unravelled and resolved the issues. Over a six month period Phil moved not only my business into a better situation than we were beforehand but he also began to handle my personal finances.
Once my scheme was back on track, we had a sound base to build upon. Since then we have gone from strength to strength. I use many of the services offered through Group IFA, one of which includes a Self Invested Personal Pension. My fellow director and I liaise with Joanne from The Pensions Partnership, she is highly knowledgeable and a pleasure to deal with.
With regard to investment and planning advice, Phil offers confidence from a legal and regulatory point of view. We have regular communication and he is always there when needed – For example I was given inheritance support and as all the planning was already in place, peace of mind was a comfort.
Phil is a great sounding board and a problem solver who is more than happy to share his ideas for the greater good.
Stephen Greenhalgh
JJO plc
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisitions and completed an MBO. The staff are all professional, approachable and respond to queries very quickly. They have always listened, understood and provided tailored advice for our needs at the time.
I would not hesitate in recommending Group IFA.
Julian Roebuck
Managing Director
Gresham Office Furniture Limited
I have been a client of Phil Rose at Group IFA for over 10 years. Initially Phil and his team managed my personal financial affairs but this soon transcended into supporting the financial needs of my business and fellow Directors.
Phil offers an excellent and personable service, placing my individual needs in alignment with my business requirements. For example, creating a tax-efficient portfolio.
Due to their proactive approach I have regular contact from Phil and the team at Group IFA, in addition to direct remote access to my portfolio via a secure web-portal I consistently have everything I need.
Phil is always willing to support my needs and I am extremely happy with the services provided. Phil offers valuable support with his extensive knowledge across a full range of financial services such as wills, inheritance tax, and the Group are certainly extremely knowledgeable when it comes to pensions.
Overall there is nothing I would change. I would absolutely recommend Group IFA to others.
Ian Munro
CEO
CRG
Phil Rose and John Holt fully deserved to be awarded ISO 22222 certification. Through our dealings with Phil, John and their team it is clear that IFA Ltd is committed to providing a high quality service to their clients.
Michelle Hoskin
Phil Rose and his team at IFA Ltd are the first port of call in the North West in managing wealth for high net worth individuals and entrepreneurs. With an accountancy and tax advisory background Phil is able to identify issues proactively and ensure that clients are looked after holistically. Client care is at the forefront of the business. Phil’s own expertise and his ability to identify the need to bring in other advisors where necessary results in the best service for his loyal client following. Clients are always well looked after receiving both excellent technical advice and practical guidance.
Jane Lee
Legal Director
Hill Dickinson LLP
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the business owner. They are also truly independent professionals who put their clients first at all times.
My personal experience has been that clients are delighted with the service they receive, and are happy to recommend their friends as well.
Michael Dawson
Managing Director
Forbes Dawson
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly independent professional who always places his clients first.
Mahmud Kamani
Founder
BooHoo
I have worked with IFA Limited for the past four years and during my association with them they have proved to be astute advisors on all investment matters as related to our family combined investment portfolio.
Mr Winston Alladin
British International Helicopter Services Ltd
IFA Wealth Management has provided us with advice on wealth management and managed our investments for the past two and a half years, since the inception of the Leeds Office, but our client relationship with Steven Banks and Simon Langdon predates that by at least an equivalent length of time.
Over the past five years or so, we have developed a relationship with Steven and Simon, which is probably the best and most comprehensive we have ever had with anyone providing advice and management of this type. Steven has taken a great deal of trouble to get to know us and our family, to weigh up our approach and attitude to the financial resources we have, how we want to use them, and our concerns for the way they are managed. We feel that the service we receive from IFA goes far beyond a straightforward assessment of our attitude to risk and reward in investment decisions – it is a service tailored to our unique personal and family circumstances, based on an astute assessment of what we want to achieve with the wealth we have.
Alan & Sue Aldred
Over the ten years that we have worked with Richard Taylor, he has always provided proactive, relevant and sensible advice on investment, wealth management and pension matters. Now that we are in retirement, his determination to understand our specific financial situation, and make recommendations accordingly, has been a critical factor in the relationship. As clients at (IFA Wealth Management), where company philosophies and Richard’s personal approach are perfectly aligned, we are comfortable that our financial security is in safe, professional hands.
John and Cecilia Parker
I have known Phil Rose for many years and I have always been impressed by the enthusiasm he has for his subject and his industry. There is no doubt that his energy and application are key factors in the success of his company. I know also that the experience he gained in the period he worked for 2 of the country’s very large financial companies gave him the confidence to expand IFA Ltd and that he has been very successful whilst maintaining the personal touch. His standards are high and it is clear that his qualities have transposed to his staff that are always helpful. However we all know there is more to it than that and it is evident from their ability to deal with queries fast and efficiently that Phil had the wisdom to invest properly in the right backroom procedures and systems to keep IFA ahead of the field.
Over the years Phil has provided valuable advice to my company Pennine Telecom Ltd on staff pensions , directors retirement planning, tax management and succession planning.
In the lead up to my retirement in 2003 IFA Ltd proved to be invaluable to the MBO team introducing Banks, Consultants, Lawyers and specialists who obtained grants for the new owners.
Since my retirement, IFA Ltd has managed my investment portfolio very successfully all the while providing detailed reports and maintaining performance and returns consistently out – performing the Market.
I have recommended Phil and IFA Ltd many times over the years because they are unquestionably very good at what they do but it was only now as I write this testimonial that it occurred that they are probably the best organisation I have ever dealt with for customer service.
Ian Macpherson
The level of industry knowledge and service excellence received from Phil and his team leaves me with no hesitation but to endorse this new website and wish IFA every success for the future
Anthony Lyons
Kuits Solicitors
I have had the the pleasure over the past 10 years of knowing and being guided carefully and professionally through the various vagrancies of the financial world with all its peaks and troughs by Steven Banks,my personal Financial Advisor at IFA Wealth Management, with Consultant Simon Langdon’s able assistance.
I sold my very successful businesses 11 years ago and Steven was recommended to me by my accountant as being an honest, astute man who listened carefully to his clients’ needs and aspirations, advised wisely and would ensure my hard earned investments grew.
I have not been disappointed. I find Steven’s personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable. Family Trusts and investments, the financial markets, pensions, financial risk assessments, tax implications, growing my personal financial portfolio …I could go on..have been explained thoroughly and developed shrewdly , as inevitably one’s life circumstances alter over the years.
I am fortunate to be in the enviable position of enjoying the financial gains from my investments with the knowledge that Steven’s hard work, genuine care for his clients and perceptive management focus will keep my portfolio growing and as secure as possible no matter what the financial markets hold in the future.
Kathy Wallace
We have been clients of Steven and Simon for many years. They have always managed our portfolios with integrity, care and diligence. Their service is straightforward and transparent with patient attention to detail. They have a very good understanding of the trends, markets and legislation that influence our estate planning. Their advice is sound and well reasoned.
DC and EC
We have dealt with Richard for a number of years and have always found that he has provided comprehensive, realistic and straight forward advice. His recommendations have been completely aligned with our risk profiles and have performed well in at times difficult circumstances.
Robert and Petia North
Pure North Cider Ltd
I have had the good fortune to have been advised by IFA for many years and by Steven Banks even longer.
I have been really pleased by the way they have always started with trying to fully understand my objectives and priorities and by the straight forward way in which they respond. They have helped me with Investments, Pension arrangements and inheritance, in each case I have been very happy with the result.
I am confident in recommending their services and am sure they will do a great job for new clients going forward.
Tony Campbell
Harrogate
Steven has looked after our investments, pensions and family trusts for over 10 years (under various corporate banners) and has been ably assisted by Simon in this regard. Steven is always well informed, helpful and responsive to all information requests. We trust his judgement and almost always accept his advice in financial matters. Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner.
GOH and LOH
Richard has advised me for over 15 years and has always dealt with me in a professional but personable way. I have appreciated his guidance and trust and rely on him to advise me on both my business and personal financial planning matters.
Paul Davidson
Davidson Site Services Ltd