About SOURCE
Established originally as a partnership, SOURCE IFA, formerly known as Financial Planning Services, was created to bring together specialists in all aspects of financial advice covering mortgages, protection insurance, investment management, school fees planning, commercial finance, tax advice, pensions and business consultancy services.
We work with top law and accountancy practices in strategic partnership to ensure our clients have access to the most experienced and highly qualified professionals. Our ethos is to work as a team by combining our individual strengths and skills creating the ultimate in client services.
Specialist advice
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well-being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have developed over the years.We have been advising clients, both private and corporate, for many years and through dedication and commitment have built an established client base.
We take pride in the fact that our professionalism is recognised and trusted by those who recommend us. The comments of some of these can be found in the testimonials section.
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