About Us


Director Sarah Hosea

Sarah began her financial services career in 1997 when she was employed by Scottish Widows based in Edinburgh. She quickly progressed through FPC and moved into an advisory role as a tied agent with Aviva.

Sarah then moved to Exeter in Devon to be closer to family and started working as a compliance supervisor for the Lighthouse Group. Here she dealt with IFA’s on a daily basis and identified that there was a definite gap in the services that the advisers were receiving from their networks.

In 2008, Sarah started IFA Choice and has built up a large client base with clients from many of the national networks. She has a well qualified team of qualified Paraplanners who are all well on the way to achieving Diploma level certification.

 

What we do

IFA Choice provides a comprehensive range of Paraplanning solutions, allowing you to spend more time with your clients and less time completing paperwork.

We cover a full range of services including:

Gathering information – We will liaise with existing providers to gather existing plan details, projections and valuations

Research – We have licences with many of the research tools, including Synaptic and Selecta Pension, and can provide you with the documentation you require to provide a compliant report. We can provide product and fund research and obtain all illustrations and supporting documentation as required

Presale Letters and Suitability Reports – We can produce reports on all areas of financial planning including investments, pensions, protection, tax planning, EIS and VCT schemes.

Client portfolio valuations – We can gather the info and provide the reports required to enable you to provide annual reviews to your clients

Administration – We have processes set up to facilitate your business from the point of sale to getting commission paid, organising client review systems and other administrative support

The service enables advisers to spend more time with more clients and less time stuck in the office.