Advanced IFA Limited
Financial Services • 
Sunderland, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Advanced IFA Ltd, 63 Sea Road, Fulwell, Sunderland SR6 9BW, GB |
| Phone number | +441915483333 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Investment, Annuities, Inheritance Tax Planning, Life Insurance, Financial Planning, Estate Planning, Mortgage Advice, Pension, Family Protection, Pension Drawdown, Retirement Advice |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at Advanced IFA Limited
David Newham
Managing Director
Advanced IFA Limited Email Formats
Advanced IFA Limited uses 1 email format. The most common is {2char} (e.g., {2char}@advancedifa.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@advancedifa.co.uk | 100% |
About Advanced IFA Limited
The great joy of financial freedom is having your heart and mind free fro worry about life`s uncertainties. Our aim is to work with you to pave the way for a more secure financial future. Advanced IFA Limited is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Advanced IFA Limited is entered on the FCA register (www.FCA.org.uk) under no. 400398 Registered office: 63 / 65 Sea Road, Roker, Sunderland, SR6 9BW Registered in England & Wales: 5080099 You are the focus of our business: You, Your Family, Your Future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish....... an achievable goal is a dream with a deadline. So it all starts with us listening to your needs, your hopes, your dreams. We then formulate a bespoke financial plan. This needs to be clear, jargon free and reviewed on at least an annual basis to make sure it is on track and your personal situation has not changed. This is the start of our journey together to build you a brighter and more secure future. Call us on 0191-5483333 to arrange an initial free consultation with one of our advisers.
Advanced IFA Limited revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Advanced IFA Limited has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Advanced IFA Limited has never raised funding before.
Advanced IFA Limited Tech Stack
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Australia
United States
Netherlands
Spain
Frequently asked questions
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