Independent Financial Adviser

Engaging With An IFA

An IFA is a qualified professional who provides Independent Financial Advice.

They recommend suitable financial solutions across the whole of the market, which are then tailored to their client’s needs.

We work with both Individual and Corporate clients,
Focusing on three key areas of advice: Pensions, Investments and Protection

We believe that there needs to be a ‘good fit’ between us and the people we deal with. In other words, you need to feel comfortable with us and vice versa.

This relies continually upon regular contact and a great deal of trust. With time, our understanding of your aims and objectives, we believe we can guide you to a better future.

If we can help you we will, if we can’t we will tell you from outset!

A good IFA will

  • Help you to clarify things you find difficult to understand such as jargon, technical terms or other confusing words and phrases

  • Be without doubt, reliable, honest, trustworthy and accessible

  • Hold you, our client’s best interests at the heart of everything they do

Our Vision

To be your reliable and trustworthy financial ‘go to guide’.

Our Mission

To build the strongest understanding of you,
your circumstances and your relationship with your money

Our Values
Transparency

Straightforward, straight-talking & simplifying the language.

We will do our level-best to guide and educate you about your pension, protection and investment options, using plain English.

Caring

Caring in all that we say and do. Providing you with a continued service to help to cement our relationships whilst continuing to build more.

Demonstrating loyalty towards your long-term financial security and well-being.

Professional

Personable, yet professional, we are approachable and easy to converse with.

We know the market and will tailor our advice to your specific needs, giving continuity and consistent delivery.

Fun

We hope to help you to have fun and enjoy your financial journey together.

“It’s all about planning your best possible future, so let’s enjoy the time we spend preparing for your long-term financial security”.

Let’s work
together

How To Find Us

Number One
The Cloisters
10-12 George Road
Edgbaston, Birmingham
B15 1NP

Contact

Telephone:
0121 366 9272
Email:
 enquiries@grapeifa.co.uk

Email communications are not secure and for this reason, Grape IFA Ltd 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. 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.

Privacy Policy

Grape IFA Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the FCA register (www.fca.org.uk/register) under reference 149826.
Grape IFA Ltd is registered in England and Wales under reference 8141882.
Registered office address: Fulford House, Newbold Terrace, Leamington Spa, Warwickshire, CV32 4EA. Tel: 0121 366 9272. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.