For a client-centric organisation, the client journey is a key benchmark for success. At Group IFA we are committed to exceeding client expectations. Here are just a few of the comments made by clients:
For a client-centric organisation, the client journey is a key benchmark for success. At Group IFA we are committed to exceeding client expectations. Here are just a few of the comments made by clients:
IFA Wealth Management has provided us with advice on wealth management and managed our investments for the past two and a half years, since the inception of the Leeds Office, but our client relationship with Steven Banks and Simon Langdon predates that by at least an equivalent length of time.
Over the past five years or so, we have developed a relationship with Steven and Simon, which is probably the best and most comprehensive we have ever had with anyone providing advice and management of this type. Steven has taken a great deal of trouble to get to know us and our family, to weigh up our approach and attitude to the financial resources we have, how we want to use them, and our concerns for the way they are managed. We feel that the service we receive from IFA goes far beyond a straightforward assessment of our attitude to risk and reward in investment decisions – it is a service tailored to our unique personal and family circumstances, based on an astute assessment of what we want to achieve with the wealth we have.
Alan & Sue Aldred
I have had the the pleasure over the past 10 years of knowing and being guided carefully and professionally through the various vagrancies of the financial world with all its peaks and troughs by Steven Banks,my personal Financial Advisor at IFA Wealth Management, with Consultant Simon Langdon's able assistance.
I sold my very successful businesses 11 years ago and Steven was recommended to me by my accountant as being an honest, astute man who listened carefully to his clients' needs and aspirations, advised wisely and would ensure my hard earned investments grew.
I have not been disappointed. I find Steven's personal approach, straight talking, forward thinking and excellent financial expertise and advice invaluable. Family Trusts and investments, the financial markets, pensions, financial risk assessments, tax implications, growing my personal financial portfolio ...I could go on..have been explained thoroughly and developed shrewdly , as inevitably one's life circumstances alter over the years.
I am fortunate to be in the enviable position of enjoying the financial gains from my investments with the knowledge that Steven's hard work, genuine care for his clients and perceptive management focus will keep my portfolio growing and as secure as possible no matter what the financial markets hold in the future.
Kathy Wallace
We have been clients of Steven and Simon for many years. They have always managed our portfolios with integrity, care and diligence. Their service is straightforward and transparent with patient attention to detail. They have a very good understanding of the trends, markets and legislation that influence our estate planning. Their advice is sound and well reasoned.
DC and EC
I have had the good fortune to have been advised by IFA for many years and by Steven Banks even longer.
I have been really pleased by the way they have always started with trying to fully understand my objectives and priorities and by the straight forward way in which they respond. They have helped me with Investments, Pension arrangements and inheritance, in each case I have been very happy with the result.
I am confident in recommending their services and am sure they will do a great job for new clients going forward.
Tony Campbell
Harrogate
Steven has looked after our investments, pensions and family trusts for over 10 years (under various corporate banners) and has been ably assisted by Simon in this regard. Steven is always well informed, helpful and responsive to all information requests. We trust his judgement and almost always accept his advice in financial matters. Steven’s help and advice has shepherded our investments through difficult times in an unfussed and efficient manner.
GOH and LOH