We can give you advice on the following:
- A lump sum to invest
- An inheritance to invest
- A college fund to accumulate
- A nest egg to protect
We will assess each client’s attitude to risk and match this to a suitably profiled investment product. We will tailor a portfolio best suited to your individual requirements.
Client Testimonial: Dowling Electrical Repair Services Ltd
We are absolutely delighted with the service that Sean and the entire team at Qifa Financial Planners provide for us. It is really refreshing to work with a Financial adviser who is truly interested in their client’s needs, circumstances and preferences. What we really value is the depth of knowledge, lateral thinking and the common-sense approach. Your professional, ethical and caring demeanour won our trust and respect and we would have no hesitation in recommending your services whenever possible.
Caroline Dowling, Director, Dowling Electrical Repair Services Ltd,
Anita Paczkowska QFA, BA
Anita is the Retirement expert at Qifa Financial Planners and is a Qualified Financial Advisor (QFA).
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