Think IFA

Financial Services in York, North Yorkshire
Financial Services in York, North Yorkshire Think IFA is a marketing website which connects clients with financial advisers.

With our York office located right in the city center, we are well positioned to connect clients in York and it's surrounding areas.

A financial adviser should offer professional, unbiased advice on a wide range of products & services for both private and corporate clients.

An extensive range of services include:

Private Clients:

Tax & Trusts

- Family asset protection trust

- Inheritance tax planning

Mortgages

- Remortgage

- First time buyers

- Buy to let

- Self build mortgage

- Equity release

Pensions

- SIPP | Self Invested Personal Pension

- Open market option annuity comparison

- Pension drawdown

Investments

- ISA (Individual Savings Account)

- Baby ISA (ISA for children)

Protection

- Critical illness cover

- Income protection cover

- Life insurance

- Mortgage payment protection cover

- Private health cover

- Accident sickness & unemployment insurance

Specialist Protection

- HIV life cover

- Life insurance for diabetics

- Life cover with high blood pressure (hypertension)

- Pre existing medical conditions

- Life cover for people with dangerous occupations, hobbies etc

Corporate Clients:

- Workplace pension advice for employers

- Auto enrolment

- Share protection

- Loan protection

- Key man insurance

- Group life insurance for employers

- Business succession planning

- Employee benefits.
Areas Served
  • York, Harrogate, Selby, Pickering, Malton
Business Details
  • Serving residential, commercial and industrial clients
  • Licensed and insured
  • Year established: 2010
  • Number of employees: 8
Highlights & Specialties
  • Fully independent advisers (Not restricted)
  • Whole of market comparison service
  • Local advisers
  • Comprehensive website
Professional Associations & Certifications
  • FCA regulated advisers
Social Profiles

Contact Details

Address
Popeshead Court Offices, Peter Lane
York, North Yorkshire
YO1 8SU
Phone
Driving Directions

Products & Services

Pensions
read moreWe offer a friendly & professional customer focused service and because we work closely with our partnered team of fully Independent Financial advisors, they have access to the whole of the UK market which means they can find the most suitable solutions for your specific individual financial requirements.

Investment
read moreWith low interest rates and a loss of confidence in the banking industry, many people are now taking their money out of cash accounts and putting it into investments. We have a team of independent partnered advisors who can advise on a wide range of investments from income generating to capital growth or even just to protect your money. By talking to us, we can help guide you through the myriad of tax efficient investment options and help make your money work for you.
Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷05:00 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷05:00 PM
SaturdayClosed
SundayClosed
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