I have been a client of Phil Rose at Group IFA for over 10 years. Initially Phil and his team managed my personal financial affairs but this soon transcended into supporting the financial needs of my business and fellow Directors.
Phil offers an excellent and personable service, placing my individual needs in alignment with my business requirements. For example, creating a tax-efficient portfolio.
Due to their proactive approach I have regular contact from Phil and the team at Group IFA, in addition to direct remote access to my portfolio via a secure web-portal I consistently have everything I need.
Phil is always willing to support my needs and I am extremely happy with the services provided. Phil offers valuable support with his extensive knowledge across a full range of financial services such as wills, inheritance tax, and the Group are certainly extremely knowledgeable when it comes to pensions.
Overall there is nothing I would change. I would absolutely recommend Group IFA to others.