Wealth Accrual IFA Limited - North Elmham, Norfolk
Subscribe to our news feed for your local area Subscribe to our events feed for your local area Subscribe to our genealogy feed for your local area Subscribe to our quick posts feed for your local area
  • Wealth Accrual IFA Limited - North Elmham, Norfolk
  • (Finance Service)
Bookmark and Share
Contact Information
  • Contact:
  • John A Booth
  •  
  • Description:
  • Independent Financial Adviser
  •  
  • Address:
  • PO Box 169,Dereham,Norfolk
  • Postcode:
  • NR19 9BH
  •  
  • Phone:
  • 01362 668579
  • Fax:
  • 01362 668579
  •  
  • Email Us:
  • Click here to email
  • Website:
  • Click here to visit our site
  •  
  • Keywords:
  • financial advice, financial adviser, ifa, investment advice, savings, investments, independent, wealth accrual, pensions, wealth accrual ifa ltd, wealth accrual ifa
Further Description
  • , , , ,, , , ,Welcome to Wealth Accrual IFA Limited (aka WAIFA Ltd), based in Norfolk, UK and advising on Investments, Savings, Pensions, Protection & Mortgages. , ,,,,,,, ,There are so many things we can do with our cash and saving is not necessarily among the most exciting prospects for many of us.But our spending needs don't end when we are 40, 60, or even 80, so longer term savings and investment plans are likely to be needed by the vast majority of us, unless we win the lottery jackpot.Wealth Accrual IFA Limited has been formed with the intention of helping individuals to build significant capital by a serious commitment to saving and investing and optimising the performance of their exisiting investments. Having your money invested in the right vehicle, appropriate asset sector allocation and good quality funds is crucial to what you will end up with when you eventually realise your investment, whether it be Unit Trusts, OEICS, Investment Trusts, an Equity ISA, Investment Bond or Pension Plan.And though saving forms a vital part of our individual financial planning, we also need to consider financial protection, such as life insurance, critical illness insurance and income protection insurance, so that we can maintain an adequate lifestyle for ourselves or our loved ones in adverse circumstances.As a truly independent financial adviser company, directly regulated by the Financial Services Authority and not part of any network, WAIFA Ltd can look at the whole market place and recommend the most suitable solutions to meet your objectives, balancing price, product features and flexibility, provider financial strength and potential investment returns.Though based in the Dereham area of Norfolk, UK, by using email, telephone, post and electronic identity checking, we can do business with anyone in England, usually without the inconvenience and costs of travel and sending important original personal documents (such as passports and driving licences) in the post.Our Commitment to You:1. We will treat you with courtesy and respect at all times.2. We will endeavour to maintain the highest standards of professional practice at all times.3. We will keep the consultation and your computer and written records confidential.Your Responsibility to Us:1. We ask that you treat our staff with courtesy and respect at all times.2. Please tell us of any change of name, address or telephone number, so that our records can be kept accurate. 3. Please give as much relevant information as possible to your adviser to enable them to offer the most suitable advice., What we can help you with:Investment Planning –- Unit Trusts/OEICs- ISAs- Investment Bonds- Offshore Bonds- VCTs & EISsProtection Planning –- Life Assurance- Critical Illness Insurance- Income Protection Insurance- Long Term Care FundingRetirement Planning –- Personal Pensions- Executive Pensions- Income Drawdown- Annuity PurchaseMortgage Sourcing –- Residential Mortgages- Remortgages- Buy-to-Let- Spanish Mortgages- Commercial Loans- Equity ReleaseTax Planning – - Inheritance Tax mitigation- Capital Gains Tax avoidance- Income Tax reduction,ABOUT WEALTH ACCRUAL IFA (WAIFA) LIMITED,Wealth Accrual IFA Limited has been established with the intention of fully utlising up to date technology, not just in the research and business processing activities, but in every aspect of administration. We hope to increase speed and efficiency, whilst reducing paper and other consumables usage to a minimum.Our Adviser and Managing Director is: John A Booth Cert PFS.An experienced IFA, John has been providing financial advice since 1997 and as an IFA since 1999. Dedicated to providing a professional and friendly financial advisory service to all clients across the whole range of financial planning areas, through Wealth Accrual IFA Ltd John aims to work with individuals who are seriously committed to building significant capital over the medium to long term. John al
Advertisement

About Us |  Give Us Some Feedback
© Copyright 1999 - 2012 Oxbury Assets Ltd. All rights reserved.
Registered Number: 7149211. Registered Office: Oxbury Assets Ltd, Fairclough Hall Farm, Weston, Herts. SG4 7DP
Email: info@ukvillages.co.uk   Telephone: 0800 088 7282