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

Why do I need an IFA ?

Why Direct IFC?

Independent Financial Advisers (IFAs) are professionals trained to assist you in making the most effective financial decisions for your situation. As financial markets fluctuate and tax laws change, you need to be sure your financial decisions remain appropriate. It is the role of the IFA to keep up with developments and changes and advise you accordingly. IFAs are regulated by the Financial Conduct Authority and, as such, are bound by law to research all suitable options in order to offer the solution best-suited to your needs.

Tax treatment is based on individual circumstances and may be subject to change in the future – Tax planning is not regulated by the Financial Conduct Authority

How can Direct help me ?

At Direct IFC, we pride ourselves on really getting to know our clients in order to fully understand their needs - both now and for the future.

Identifying the optimum solution is a critical element to our work. Our highly-experienced advisers keep abreast of the latest changes in the financial arena and work with sophisticated analysis software to ensure that an appropriate solution is selected to meet our client's requirements. As an independent practice, products recommended are from a fair and comprehensive analysis of the market.

The Team

Forrest Wheeler, Director

Forrest, a Chartered Financial Planner, is a Fellow of the Personal Finance Society (FPFS), the highest honour available to independent financial advisers. Fewer than 3% of UK advisers have been awarded this prestigious status, which means he joins a very select group who have proved their skill and ethical good practice across a wide range of subjects.

Nick Hutton, Director

Nick joined the financial services industry over 22 years ago amassing a vast amount of experience primarily in customer- focused roles. Together with Forrest Wheeler, Nick set up Direct IFC in 1995 where he works as a general practitioner, using his in-depth knowledge to specialise in protection business.

Address

Direct IFC
4 Knapp Road
Cheltenham
Gloucestershire
GL50 3QQ

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

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About Email Communication

Email communications are not secure and for this reason Direct Independent Financial Consultants cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (personal information) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and providers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy on this website.

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