Investing in your own future can give you sleepless nights…

We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service. We place our experience, expertise and good name at your disposal to help you plan for your financial future.

Your interests are at the heart of everything we do. We accompany you every step of the way on your journey towards greater financial security. We listen to your needs and to your own attitude towards investment so that we can help you create and execute a strategy tailored to meet your objectives within your preferred levels of risk.

Together we can make your money work harder for you, in the most tax efficient way.

Our philosophy

 

Peace of mind

Our purpose is simple; it is to give you complete peace of mind that your investments are as secure as possible while working hard for your benefit. We do this by holding fast to our three guiding principles:

Ethical treatment

We take a proactive approach to improving our practices, moving away from commission based rewards for advisers so that their only incentive is to give you the right advice, at the right time, for your investment needs. All of our independent financial advisers are accredited by the UK’s Financial Services Regulator, guaranteeing our adherence to the Financial Conduct Authority code of ethics (our FCA number is 415232).

Expertise

Our professional, independent, financial advice is a value-based service that gives you access to highly qualified, industry accredited advisers who are familiar with a wide range of financial products to protect your money and your family. All of our advisers keep themselves fully up to date with the financial product markets in order to identify the most suitable products or service providers to meet your needs.

 

 

Experience

XL IFA has been a part of the scene in the thriving market town of Needham Market, Suffolk, for more than 15 years. We are a highly regarded financial services company with a local name that people trust. Directors Stephen Bloomfield and Andrew Bullingham, between them, have more than 50 years’ experience working in the financial industry and both are well-established and respected figures in their field.

 

 

For further details of our services
contact us

or download our brochure