About Financial Design (Ifa) Ltd

We value face to face advice and feel we work hard to give our clients a better outcome
Established in the heart of the Midlands, we have 4 advisers with over 70 years experience. Our advisers can provide a professional and confidential service, offering advice across the full range of financial planning including - Pensions, Mortgage, Life Assurance, Investments, Tax Free Savings and Inheritance Tax Planning. For a no obligation initial consultation please telephone or e-mail us.
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:
  • Estate planning
  • Capital gains tax
  • Taxation planning

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

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance

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

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