We are happy to provide single, one-off advisory services to private and corporate clients, but our strength lies in building relationships with our clients, combining our professional expertise with a detailed understanding of your current situation, your long-term financial goals and your non-financial objectives.

When you work with XL IFA, we strive to build a long-term relationship with you. We design and implement a financial plan that can be adapted to meet your needs as changes in your circumstances arise in the future.

Step 1

We hold an initial meeting to discuss your goals and financial aspirations so that we can better understand you.

Step 2

We liaise with your existing financial product providers and other professional advisers (accountant, solicitor, other investment managers). This feedback is analysed with your personal information.

Step 3

We prepare our financial planning report written in plain English. This will contain our comprehensive recommendations and professional observations to suit your individual objectives.

Step 4

The report is very much a starting point for discussion. It is for you to decide what you would like us to do on your behalf.

Once you are happy with your investment strategy, we implement immediate actions while continuing to consider longer term measures and monitoring progress.

We hope that this is the start of a long-term relationship and to support your evolving future financial plans we can agree a frequency of regular future meetings to suit your requirements.