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