After the IFA has completed the initial fact finding session they will have an understanding of what the client wishes to achieve. It is at this stage they contact busyIFA to request the work to be undertaken which can be sent to the IFA via email, fax or post. The work will be in the form of research, illustration and application ordering, report and suitability letter writing. It can be one or a combination of these.

“…I am mainly involved in the mortgage market and so when an opportunity came about for me to carry out some Inheritance Tax planning via Trust based schemes via Investment bonds your professional service was vital in guiding me in the right direction for the advice.”