A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
Financial advisers located in Bridgend, Cardiff
For Pensions, Savings & Investments, Mortgages, Financial Planning and more!
Welcome to Professional Solutions IFA Limited
Financial Advisers in Bridgend
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01656 663653 or email us at enquiries@professionalsolutions.info and we'll be pleased to help you.
About us
Who we are and what we do
Professional Solutions IFA Ltd is a well established, award winning and highly respected practice offering a wide range of advisory services on a ‘General Practitioner’ basis for over 22 years.
Professional Solutions offers a unique personal service to all of its clients. We closely monitor each client’s circumstances in an unbiased, confidential and trustworthy manner on a regular basis.
Through the use of modern technology we have links to all the main financial services companies from offices in Bridgend. Our clients are from all walks of life, from first time buyers to retirement, and located from London to Aberdeen to Cardigan.
Financial Services
Our most popular services
Pensions
View Service
Savings & Investments
View ServiceInvesting is what you can do with the savings you have created - if you are looking to generate a greater return on your money.
Mortgages
View ServiceMortgages are loans which are intended to help buyers purchase residential and commercial property.
How we work
Here's how we formulate the plan towards your goals
Our plan for you
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
- 1 ABOUT YOU
We meet together to discuss your personal circumstances and your current financial situation.
- 2 YOUR COALS & AMBITIONS
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
- 3 ANALYSIS
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
- 4 HOW TO GET THERE
So now we know where you are and where you want to be.
- 5 IMPLEMENTATION
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
- 6 REVIEW THE PLAN & PROGRESS UPDATED
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Financial Advice
Contact us now to speak to one of our Financial Advisers
