Military Independent Financial Advice

Our IFA practice is wholly owned by Hugh James, a top 100 UK law firm. The firm is more than 55 years old and regulated by both the Solicitors Regulation Authority (SRA) and Financial Conduct Authority (FCA). This means any advice we provide is backed by two professional bodies, so you can be certain you’re in safe hands. Being independent, we are not tied to any financial institutions, so we recommend products only in consultation with you. Products that are best suited to your financial goals and circumstances.

We provide professional and bespoke tailored solutions on all aspects of financial planning for current and ex-service personnel. Here are just some of the areas we can help with:

• Investments and Wealth
• Management
• Retirement planning
• Inheritance tax planning
• Income and life protection
• Mortgages

We have four key stages to help you plan and manage your finances effectively. We cost each one separately, although there is no charge for the initial consultation:

1. Free initial consultation – understanding your particular circumstances and goals. We’ll discuss the options available to you and provide clear information about our charges. There is no obligation to go any further.

2. Financial review and recommendation – detailed assessment of your personal and financial circumstances. This will enable us to to establish your financial planning requirements and create a report/financial plan with recommendations.

3. Policy arrangement and implementation – putting our recommendations into action. You’ll already know our fees for this part of the service upfront, so no nasty surprises.

4. Review and ongoing management – your financial objectives may change due to changes in your lifestyle or circumstances. We’ll ensure your portfolio continues to meet your lifestyle and investment objectives.

If you're interested in our services, please contact us at the link provided.

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