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.