The IFA Company

The IFA Company Independent financial adviser offering affordable advice to help you improve your financial future. Financial service

There's so much we can do to help preserve planet Earth 🌍, shouldn't we make sure our money is doing as much good as we ...
08/06/2026

There's so much we can do to help preserve planet Earth 🌍, shouldn't we make sure our money is doing as much good as we are?

There’s no longer a choice to be made between investments that give good returns and investments that do good for the planet. The IFA Company is proud to have a long history of advising on sustainable & green investments and to be a member of the UK Sustainable Investment & Finance Association.

If you're interested in investing your money to make a difference to your future and to planet earth, we'd love to hear from you. Call us ☎ on 01946 821150 , email 📧 [email protected] or send us a message 📨 to find out how easy it is to make real change with your money.

Cumbria Guide

💚We love investments! 💜Investments are an integral part of any financial plan. They’re the best way to inflation-proof y...
06/06/2026

💚We love investments! 💜

Investments are an integral part of any financial plan. They’re the best way to inflation-proof your savings and make your hard-earned money work for you because they always outperform cash and inflation over the long term.

If you’ve got spare cash sitting around in the bank doing nothing, get in touch to find out how it could be working hard for you. Call us ☎ on 01946 821150, email 📧 [email protected] or send us a message 📨.

What do you expect a financial advisor to talk about? 💬We start every client relationship with a conversation about obje...
03/06/2026

What do you expect a financial advisor to talk about? 💬

We start every client relationship with a conversation about objectives and ambitions. Facts and figures are important, but knowing what you want your money to do for you is essential to making a good financial plan. Without learning about your hopes and fears, we can’t make your money work hard for your future.

If you want a financial plan which focuses on your dreams, call us ☎️ on 01946 821150, email 📧 [email protected] or send us a message. 📨

You work hard to earn your money, shouldn’t your money work just as hard for you? 🤔Our top tips for making heard-earned ...
31/05/2026

You work hard to earn your money, shouldn’t your money work just as hard for you? 🤔

Our top tips for making heard-earned cash go further are:

1️⃣Pay off short-term debts with high interest rates as soon as possible.
2️⃣Get into the habit of savings by putting away little and often.
3️⃣Make sure you’re as tax efficient as possible.
4️⃣Invest rather than save in cash wherever possible.

If you think you’d benefit from advice on making your money work harder for you, call us ☎ on 01946 821150, email 📧 [email protected] or send us a message. 📨

When’s the best time to start planning for retirement? Now!Even if retirement is years away, there’s no better time to s...
28/05/2026

When’s the best time to start planning for retirement?

Now!

Even if retirement is years away, there’s no better time to start making pension savings. The sooner you start, the more control you’ll have over your retirement.

Call ☎ 01946 821150, email 📧 [email protected] or send us a message 📨 for more information on making pension savings.

Have you ever considered how you can use your money to make a positive impact on our planet and society? In the last 3 y...
25/05/2026

Have you ever considered how you can use your money to make a positive impact on our planet and society?

In the last 3 years, how many of us have cut down on single use plastic? Given money to charity? Supported a movement against social injustice? Moved to a more sustainable lifestyle?

There are so many things we can do to make a difference, yet one of the most overlooked is making sure our money is invested in companies that support our beliefs. Ask yourself:

1️⃣Do you know where your bank invests your money?
2️⃣Are you sure that your pension fund is investing in companies that support your beliefs?
3️⃣Can you say that your investments are invested in areas that are doing good?

If you answered no to any of these questions and you're interested in investing your money to make a positive impact, talk to us about Socially Responsible Investing. Whether you're concerned about climate change, social injustice, sustainability or any other ethical considerations, there are investments out there that will work hard for you and make a difference to our planet.

Call ☎ us on 01946 821150, email 📧[email protected] or send us a message 📨

Later in life, people usually save for one of two reasons: so they can buy the things that they want 🏖🚢 or so that they ...
22/05/2026

Later in life, people usually save for one of two reasons: so they can buy the things that they want 🏖🚢 or so that they can leave something for their loved ones. 👨‍👩‍👧‍👦

While we can’t help with the spending, we can make sure that you have a legacy to pass on to the next generation with advice on estate planning, inheritance tax and paying care home fees.

If you want to make sure you’re passing on your wealth to your loved ones, call us ☎ on 01946 821150, email 📧 [email protected] or send us a message 📨

Peace of mind is a phrase we often use when talking to new clients about our services. What does financial peace of mind...
19/05/2026

Peace of mind is a phrase we often use when talking to new clients about our services. What does financial peace of mind look like?

You don’t have to worry about the consequences of your choices when making financial decisions. ✅

Your financial situation is regularly monitored and professionally managed. ✅

Any potential financial problems are identified and solved before they arise. ✅

You can relax in the knowledge that your money is working hard to achieve your objectives. ✅

There are far more benefits to financial advice than simply making money. For more information on how we can benefit your peace of mind as well as your financial situation, call ☎ 01946 821150, email 📧[email protected] or send us a message.📨

How many of us wish that we could give up work & live a life of leisure? Unless you're lucky enough to buy a winning lot...
14/05/2026

How many of us wish that we could give up work & live a life of leisure?

Unless you're lucky enough to buy a winning lottery ticket, your best chance to relax & enjoy life will come in retirement. Make sure your finances are as ready as you are!

Pension planning is vital to enjoying a long & happy retirement. It's never too early to start pension saving & it's never too late to get advice on your options.

For more information on how pension planning can help you live your dream retirement, call ☎ 01946 821150, email 📧 [email protected] or send us a message 📨

Address

43 Main Street
Egremont
CA222AD

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

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