Capture the Moment, Treasure the Memory
At Humphries IFA, we are committed to delivering exceptional financial advice, tailored to meet the individual needs of our clients. Our team of expert financial advisors are dedicated to helping you achieve your financial goals, whether it's planning for your retirement, securing a mortgage, or growing your wealth through investments.
Our Expertise
We specialise in a wide range of financial services, including:
Pensions
We can help you plan for your retirement by consolidating or managing your existing pension plans, and maximising the performance of your savings with an unlimited choice of providers and fund managers. Our pension calculator can help you plan for your future, ensuring that your money works hardest for you.
Mortgages
Whether you're looking to purchase your dream home, remortgage, or release equity, our expert mortgage advisors will guide you through the process, unlocking the best deal for you. We work with a wide range of mortgage providers, ensuring that you get the most suitable and competitive deal.
Protection
Life is unpredictable, and the unexpected can happen. Our expert advisors will help you plan for the unexpected with expert advice on life insurance and mortgage protection.
Investments
Our investment experts will work with you to create a tailored portfolio that aligns with your unique investment goals, providing a tax-efficient and risk-appropriate solution.
Equity Release
If you're aged 55 or over, we can help you unlock the value of your property through equity release, providing a flexible and tax-efficient way to release funds to improve your lifestyle, consolidate debts, or fund large expenses.
Meet the Team
At Humphries IFA, we're committed to providing a personal service, tailored to your unique needs. Our team of experts includes:
- Jaeson Humphries, Managing Director: With a wealth of experience in financial planning, Jaeson provides exceptional financial advice to help you achieve your goals.
- David Agg, Independent Financial Advisor: With nearly 30 years of experience in financial planning and wealth management, David provides expert advice on pension and investment solutions.
- Louise Chaplin, Office Manager: Louise oversees all aspects of the business and client work, ensuring unparalleled service and attention to detail.
Our Approach
At Humphries IFA, we believe in treating each client as an individual, understanding their unique financial goals and aspirations. Our holistic approach ensures that we provide tailored advice that meets your specific needs, not just your financial situation.
Get in Touch
If you're looking to achieve your financial goals, we're here to help. Contact us today to discover how our commitment to you can help realise your aspirations.
