Why we do this
I spent nearly ten years in wealth management. Part of that was at a restricted firm, and they were very good at what they did. Their clients were well looked after. But there was a limit to what they were able to recommend, and a limit to who they could take on, because the account minimums ruled out plenty of people who needed advice just as much as the clients we had.
Both of those things bothered me. People kept telling me they wanted advice that was fully independent, and there was no simple way for them to find it. Others were turned away for having the wrong amount of money rather than the wrong problem.
So we set IFA Connect up to do one job properly: understand what someone actually needs, then introduce them to the adviser best placed to help. That is why we speak to every person before we match them to anyone. Finding good advice on your own usually means calling round several firms, explaining your situation from scratch each time, and hoping you can tell the difference between them. We would rather do that part for you.
Sam Iglesias, Founder
