BusyIFA

Benefits

 

At busyIFA we only want you to use the service if it helps you and your business. We firmly believe that this will be the case as many of our testimonials prove, so why not give us a try.

Benefits of our service:

 

  • Speed and efficiency - do not lose warm buying signals, use busyIFA to provide a solution to research and suitability reports within days.
  • Comprehensive Research - busyIFA can provide comprehensive research evidence across the whole marketplace.
  • Easy to understand and use - IFAs do not need to know the research tools used, just how to present the research to their clients.
  • No staff costs - there is no need to employ a Paraplanner to fullfil your needs. busyIFA can do the work for you.
  • Itemised billing - All the work the IFA requests is logged in a database and can be emailed to the IFA monthly.
  • Data protection - busyIFA complies with the Data Protection Act 2000. Please see dedicated tab for more information.
  • Tax deductible expense - Keep your itemised billing records for your Accountant as these can be offset against your earnings for tax.

"...I know the product is suitable for the client and very competitive in the market but justifying the recommendation with in depth reserach is something I struggle with. Your research and report service has made a huge difference to my business and I meet each client with a new air of confidence."

 
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Tel :

01732 897557
Email : admin@busyIFA.com

busyIFA is a subsidiary of WHY Associates Ltd.       Company registered number: 7812014.       Registered address: WHY Associates Ltd, PO Box 425, Kent, ME6 9GR