Direct Independent Financial Advisors
telephone: P: 01242 253339
email: advice@direct-ifc.co.uk

Client testimonials

A client of Diret IFC for several years, I have been very satisfied with the services that they have offered. These have been consistently dependable and attentive to my requirements.

The regular, friendly one-to-one meetings have been well prepared. The consultations have shown an understanding of my family situation and have been sympathetic to my financial outlook.

The advice given has been objective and seems to have been based on thorough research, alert to changes in the general economic climate and to the advent of new financial products.

Dr C Burrow

Direct IFC have been immensely helpful to me in sorting out my financial affairs over the last 15 years. They are always considerate, give advice in terms understandable to the complete layman, and take trouble to see that any investments made provide the best returns for specific conditions.

Telephone communications are dealt with in a friendly, courteous manner. In addition, it has always been a pleasure to receive their home visits: these are conducted in a relaxed, unhurried way, with relevant material well prepared. I recommend this firm strongly to anyone seeking financial advice.

Bill White

I am lucky enough to have had help from Direct IFC for some years now - initially helping me to resolve the matter of my AVC.  They also gave me immense support in arranging my finances when I took early retirement from teaching.  Having established what my commitments were, they helped me fashion a plan so as to cater for immediate, medium-term and long-term needs, with solutions and products to meet those objectives. I was recommended an ISA (previously a PEP), a Bond and a competitive but convenient Building Society for immediate access. I am still enjoying the benefit of that advice.

In the last two years, when my mother died and I inherited some money, Direct IFC once again helped me make a thorough overhaul of my commitments and current income, so as to meet present expenses and likely impending needs; future care provision was also considered.  That done, they helped me set up an investment package, of an appropriate risk level, which would make reliable but steady gain; coupled with this we set up an arrangement to enable me to take full advantage of the annual ISA investment allowance. By this means a fund, which will eventually be exclusively ISA based and will therefore be tax-free, will grow in value.  In time, this nest-egg could go a long way to meeting care costs.

In dealing with Direct IFC I have always been aware of their ability to bridge the gap between the complex financial world, of which they have such a thorough knowledge, and the customer, whose knowledge and understanding are at best limited. Reassuringly, I am always given clear advice and explanations. I have confidence in my arrangement with Direct, knowing that whether it's our regular contacts or more ad hoc matters, I'm getting a well-considered personal service.  It's certainly a service I want to continue.

Mr I McKay

Address

Direct IFC
4 Knapp Road
Cheltenham
Gloucestershire
GL50 3QQ

P:01242 253339
Email: advice@direct-ifc.co.uk

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Direct Independent Financial Consultant Ltd. is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority TenetConnect is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Directors: Forrest Wheeler and Robin Hutton.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers in the UK.

Registered in England and Wales under reference 08465784. Registered address 4 Knapp Road Cheltenham Gloucestershire GL50 3QQ t: 01242 253339