IFA Consultancy Ltd was formed in 2004 to provide compliance consultancy services to Independent Financial Advisers. Although this is our specialism (representing 70% of our work) we also provide compliance support for mortgage brokers and firms that sell insurance. We have also assisted firms whose main business is not financial services such as finance brokers and motor traders. We therefore have a wide range of experience in the retail small firms sector. IFA Consultancy provide support ranging from FCA applications to ongoing compliance support services.

Director Kevan Thorn is an IFA Compliance specialist, with 10 years’ previous experience as an Independent Financial Adviser, and now, 14 years’ experience as a compliance consultant. He is qualified to Diploma level with additional qualifications in pension transfers and mortgages and he is also a qualified Training and Competence Supervisor. For more information about our firm and its services visit our web site.

UNIT 2 OLYMPIC COURT BOARDMANS WAY, WHITEHILLS BUSINESS PARK BLACKPOOL LANCASHIRE
FY4 5GU
T: 07821531421
E: contact@ifaconsultancy.co.uk
W: http://www.ifaconsultancy.co.uk

• Complaints Handling
• Compliance Advice
• Compliance Support
• Compliance Training
• File Reviews and/or Monitoring
• Governance
• Information Security / Data Protection
• Money Laundering / Financial Crime
• Pension Reviews
• Regulatory Capital / Solvency
• Regulatory Returns

• Financial Advisors
• IFA's - Wealth Managers
• Insurance Brokers - General
• Insurance Brokers - Pure Protection Products
• Mortgage Brokers
• Pension Advisers
• Restricted Financial Advisors