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.

Director Sue Dibble

More than 25 years’ experience within financial services. Started career initially in a building society in 1994 and moved to London & Manchester in 1997 where I joined the Finance / Actuarial team. After the take over from Friends Provident moved on to a newly created pensions team, then to the FSAVC review, where I worked on the calculation team. When this review ended, moved on to two more reviews within Friends Provident, the regulatory review and endowment review, until redundancy in December 2007. Within the review teams I gained a wealth of knowledge in mis-selling and compliance and completed FPCs and CF6 exam whilst on the review teams at Friends Provident.

Before joining IFA Choice Ltd in January 2010, worked as a paraplanner for a short term and as a Mortgage Adviser in 2008, during the financial crisis.

As well as working as a paraplanner deals with employment / employees at IFA Choice Ltd. Also checks quality and compliance of suitability letters and other areas of paraplanning.

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.