About Us
We are different to other IFA's because:
We have a 19-year history of working mainly with Professional Advisors (accountants and solicitors) and understand how they work.
As such we are used to dealing with high net worth clients and their complicated circumstances.
In addition Professional Advisors never lose track of the advice given to their clients.
- We prefer you to sit in on the first meeting and subsequent ones if you wish.
- We copy you on all reports before they are sent to your clients.
- We constantly keep you in touch with the progress being made.
- We can effectively give Professional Advisors an in house financial services department with Bridford:-
- Based in your offices
- Covering the running costs
- Taking full compliance and PI responsibility
We have a commitment to training our staff to the highest standards by studying and taking exams relevant to the advice given.
Our Approach
Our approach is to hold an initial fact-find meeting with both client and professional advisor. We identify the client’s needs and objectives and prepare an easy to understand but comprehensive range of options.
We send our client’s professional advisor a copy of any report, for information, before it goes to the client. This means that the advisor keeps an oversight of the advice being given – and the client feels confident in that they know their advisor is aware of the advice being given.
Our aim is to build a lifelong personal relationship with each client, continually reviewing and updating our advice to meet changing circumstances – and importantly, ensuring that full benefits are taken from ever changing legislation.
We are not tied to any one insurance or investment company, and do not use a panel of companies. Being independent means that our advice is truly impartial and we can select the best possible choice for any situation, however large or small, from simple basic ISA’s to a complex multi-million pound portfolio with exposure to such investments as Equities, OEIC’s, Unit Trusts, Venture Capital Trusts etc. ( we will use stockbrokers for the equity content) We will act for any individual who requires a quality service and are not restricted solely to those clients recommended by accountants and solicitors.
We also run in-house workshops to give professional advisors and their staff a deeper insight into the areas where their clients may benefit from financial services advice.
Our Services
Personal and Business Financial Planning
We provide advice for most circumstances and time of life, including;
Financial Planning
Investment
School Fees Planning
Capital Gains Tax Planning
Retirement Counselling and Pension Options
Life Assurance and Critical Illness Cover
Personal Health and Medical Insurance
Inheritance Tax Planning
Offshore Investments
Key Person Assurance
Share or Partnership Protection
Retirement Planning