About Whitchurch IFA Ltd

Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in the Cardiff area. To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence. We hold no allegiance to any bank, investment provider or life office and we are not part of any network or group. This means we will never choose one provider over another unless it is in the best interest of our client.We maintain unusually high academic and professional qualifications, exceeding the FCA's qualification requirements.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Self employed
  • Self build

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