Our Services
Secure IFA takes a holistic approach to financial planning, using creative and innovative solutions to help achieve your goals and you manage your financial affairs. We work with both businesses and individuals, and our specialist areas include:
Business financial planning
- Employee benefits
- Corporate financial planning
- Shareholder and partnership protection and succession planning
- Key person protection
Personal financial planning
- Comprehensive financial planning
- Tax planning
- Retirement and pension planning
- Post-retirement planning
- Investment planning
- Ethical investing
- Estate planning and inheritance tax mitigation
- Mortgage advice and arrangements
- Equity release
- Life assurance
- Health insurance: income protections and critical illness cover
- Private medical insurance
- Wealth management
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity release involves selling or borrowing against your home. It may affect your eligibility for state benefits, your ability to move house, and the amount of any inheritance you may leave.
For details of our fees for mortgage business please see our page "How we are Paid".
