IFA Reports
Outsourced Paraplanning

ABOUT US

Our history

IFA Reports was established by Richard Hemingway in 2005 as a specialist provider of professional services to financial advisers. 


Since inception, the business has grown by establishing long-standing working relationships with our clients, who are financial advisers and financial planners from companies of varying size and with a focus on many different areas of financial planning.


Richard is a Chartered Financial Planner and has received the designation APFS from the Chartered Insurance Institute, with qualifications in areas such as Pensions, Taxation and Trusts and Investment Planning.


Prior to establishing IFA Reports, Richard was a practicing Independent Financial Adviser, working with both corporate and personal high-net worth clients.


IFA Reports is based in Worcestershire, England.


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How we work and our values

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When I was a practicing financial adviser, it became clear that while suitability reports and associated analysis were essential to the process, these required me to allocate time that could be used more efficiently and productively.


I established IFA Reports in 2005 to meet a need for an outsourced provider of these services that offered both experience in the industry and a high level of technical knowledge.  The business has grown and developed by offering the confidence that clients could outsource these services to us while maintaining high standards and without disruption of the processes that they already have in place.  We pride ourselves on building long standing relationships with clients.


I will be your contact at IFA Reports, and will produce all of the reports that you request.  We have always operated on this basis in preference to delegating to a less qualified or experienced report writer or analyst, or to an external third party, as quality control is a key part of our process.  It is also important to me to be able to work directly with our clients, and I enjoy communicating with advisers regularly about cases and their requirements.


Qualities that are important to us include professionalism, quality service and enthusiasm. 


Thank you for taking the time to consider our website.  I would welcome the opportunity to answer your questions and discuss how to proceed with using our services, so feel free to contact me via the link above.


Richard Hemingway, January 2019.

 

  


Data Protection...

We are Data Protection registered and adhere to the principles required of Data Controllers.  We have measures in place to ensure confidentiality.


Timescales...

Our turnaround target is within seven working days.  We are happy to prioritise urgent cases to meet client requirements.

Pricing...

We charge an hourly fee for all services that we provide.  Please contact us for further details.

We do not apply a retainer unless requested.

richard@ifareports.co.uk    01527 869435

© 2018 IFA Reports Ltd. All Rights Reserved.

  IFA Reports Ltd.  Registered in England & Wales at 7 Solihull Lane, Hall Green,

Birmingham B28 9LS No. 8083920