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There are stages in life when a Financial Advisor is critical.


Looking for your first mortgage?

Thinking about your retirement?

Dealing with something unexpected?


Life is a journey and there are times on every adventure when it's a good idea to have a guide. There are numerous times in life when the cost of financial advice is outweighed by the long term benefits.

Home / Why do I need an advisor?

Retirement income advice

  • Portfolio management 
  • Investing for income 
  • Wealth management  
  • Investment planning  
  • Investment trusts 
  • ISAs 
  • Unit trusts 
  • Socially responsible investments 

Pension advice

Investments & savings

  • Pension drawdown   
  • Pension annuity purchase 
  • Retirement income planning 
  • Pension transfers   
  • Pension reviews   
  • Flexible pension plans 
  • Reducing annual management charges 
  • Pensions & divorce  
  • Company pension advice
  • Auto-enrolment
  • Business & shareholder protection
  • Commercial property insurance
  • Director insurance
  • Key man insurance
  • Life insurance & critical illness
  • Protecting your income
  • Private medical Insurance
  • Whole of life cover

Inheritance tax planning

Insurance & protection

Business advice

  • Inheritance tax planning 
  • Protecting your estate 
  • Setting up a trust fund 
  • Wills and trusts

Find A Local Financial Advisor

While IFA Direct Home take every care in making their recommendation, any contract or agreement is between the selected financial advisor and the client. IFA Direct Home cannot be held liable for any failure on the part of either of the parties concerned. We provide access to both fully Independent Financial Advisors (IFAs) and Restricted Advisors and refer to both types of advisors as a 'Financial Advisor' throughout this website. Both types of advisors provide 100% unbiased financial advice. This means that in the event the advisor is unable to provide a better product then the advisor's recommendation would be to do nothing. IFA Direct Home is not authorised or regulated by the FCA.


Any questions? Talk to us on 0800 5200 817. Lines are open Mon-Fri: 9:00am - 4:30pm. 


RMT Group Limited, trading as IFA Direct Home, is licenced by the H.M. Government of Gibraltar for the provision of generating online financial services leads. License number BL160240. RMT Group Limited registered office is at Suite 3, Second Floor, Icom House, 1/5 Irish Town, Gibraltar GX11 1AA, with registered company number 112738. Copyright 2015 RMT Group Limited. All Rights Reserved.


If you are an Independent Financial Advisor or Restricted Advisor and would be interested in working with us. Click here to find out more.

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