Financial Adviser in DEREHAM (UK) - Wealth Accrual IFA Ltd

Wealth Accrual IFA Ltd

	Send Email Enquiry
	Bookmark this Company
	Send Details to my Mobile
	Write a Review

PO Box 169,
DEREHAM,
NR19 9BH

T : 01362668579

wealthaccrual.ifa-web.co.uk

Wealth Accrual IFA Ltd - Financial Adviser

Operating from Dereham, Norfolk, Wealth Accrual IFA Ltd offers independent financial advice on investments, savings, retirement income (pensions), protection (life and health insurances), mortgages and equity release to clients throughout Dereham. Established in 2008 the Managing Director and Adviser, John A Booth, Cert PFS, has 9 years experience in the field as a practising IFA dispensing whole of market impartial advice in the independent financial advice arena.

The firm delivers comprehensive Independent Financial Advice and arrangement services to individuals, which is intended to help them build significant capital over the medium to long term to protect their long term standard of living. Using available technology to optimise efficiency and reduce cost (including electronic client identity checking), the business also has fully qualified, dedicated, professional and experienced personnel helping clients to build and maintain their long term financial security.

With just one hard working Adviser / Director, Wealth Accrual IFA Ltd has a multi-skilled, professional, friendly and highly experienced workforce dedicated to helping clients achieve their goals, qualified at FPC (Financial Planning Certificate), SV1 (Savings and Investments), CF7 (Lifetime Mortgages), HR1 (Home Reversion plans), CF8 (Long Term Care), CF9 (Pensions Simplification) and CeMAP (Mortgages). The company is managed by John A Booth who has been involved in the Financial Advisers business for 11 years. John A Booth is well equipped to manage all aspects of the business, having previously been a professional administrator for 16 years before entering the world of financial services and until recently managed a team of IFAs (along with the administrative support) at his previous employed position as head of the in-house investment business department of a local chartered accountancy firm.