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.
For Pension and Investment advice we meet clients wherever is convenient for them, no matter where they are based, whether at the office or at home, daytime or evening. Meetings can also be held remotely using Zoom, Microsoft Teams, Whatsapp or Facetime.
With regards to advising on mortgages we have found that remote meetings are best to expediate matters with all documents sent electronically.
We are able to give advice face to face or by using Zoom, Whatsapp, Facetime or Microsoft Teams as well as by telephone, post or email.
Professional Solutions manages over £25 million of client assets under advice.
We believe we provide clients with a service that is unique amongst IFA’s and this is borne out by the letters we receive from clients. Some of which can be viewed on the testimonials page.
Professional Solutions was independently recommended by the South Wales Echo for Mortgage and Pension advice and was Bridgend radios ‘Financial Expert’.
AWARDS
- Featured in The Times newspaper in October 2013 as a Top 200 IFA in UK for 2013, awarded by VouchedFor.co.uk
- Professional Solutions IFA Limited awarded best IFA in region by VouchedFor.co.uk.
- Best rated IFA in Bridgend for 2015, Vouchedfor Top rated IFA in UK for 2014.
- Vouchedfor top rated adviser 2021 and 2022 featured in The Times 2021 and 2022.
Statement of Professional Standing
