IFA Choice provides an outsourced paraplanning and administration service for busy IFAs. We have a vast wealth of knowledge and experience accumulated over many years within the financial services industry. From our offices based in the South West we provide our services to businesses nationwide on a remote basis ranging from sole traders to practices. Our turnaround times for providing a fully completed Report/Suitability Letter is 5 working days assuming that we have received all relevant information. Our paraplanning service is provided on a 'pay-as-you-go' basis which means that you only pay for work completed. It is completely flexible which enables you to pick and choose the level of service on a case-by-case basis.
| Website | http://www.ifachoice.co.uk |
| Revenue | $1 million |
| Employees | 2 (0 on RocketReach) |
| Founded | 2009 |
| Phone | +44 1392 346363 |
| Technologies |
JavaScript
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HTML
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PHP
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| Industry | Finance, Financial Services |
| Keywords | Paraplanning Services, Outsourced Paraplanning, Financial Planning, Ifa Support, Financial Administration, Wealth Management, Investment Administration, Financial Services, Investment Services, Pension Administration, Back Office Support, Compliance Support, Regulatory Support, Administrative Services, Retirement Planning, Insurance Planning, Tax Planning, Estate Planning, Financial Technology |
| Competitors | NerdWallet, Compare the Market, Which?, Unbiased, Finder, Go.Compare, the MoneyAdvice Service, VouchedFor, This Is Money, MoneySuperMarket +38 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
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IFA Choice Questions
The IFA Choice annual revenue was $1 million in 2026.
The NAICS codes for IFA Choice are [5239, 52, 523, 52399].
The SIC codes for IFA Choice are [62, 628].
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