XL Independent Financial Advisers is a highly respected financial services company. Established for over 15 years, we are experienced at providing professional independent advice and financial planning solutions to individuals and corporate clients.
Based in the thriving market town of Needham Market, Suffolk, we are a local firm with roots firmly planted in our community. Our good name and reputation are important to us because we grow through referrals and recommendations.
Behind the scenes, our office team is run by Lynn Tomaney, office manager, with the support of a highly experienced client services team of four providing research, technical expertise and paraplanning. They support our team of five qualified advisers all of whom hold current statements of professional standing, confirming that they have met and maintain the required level of knowledge in all product areas, taxation and current legislation.
XL Independent Financial Advisers Ltd
We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service. We place our experience, expertise and good name at your disposal to help you plan for your financial future.
Your interests are at the heart of everything we do. We accompany you every step of the way on your journey towards greater financial security. We listen to your needs and to your own attitude towards investment so that we can help you create and execute a strategy tailored to meet your objectives within your preferred levels of risk.
Our philosophy
We take a proactive approach to improving our practices, moving away from commission based rewards for advisers so that their only incentive is to give you the right advice, at the right time, for your investment needs. All of our independent financial advisers are accredited by the UK’s Financial Services Regulator, guaranteeing our adherence to the Financial Conduct Authority code of ethics (our FCA number is 415232).
Our professional, independent, financial advice is a value-based service that gives you access to highly qualified, industry accredited advisers who are familiar with a wide range of financial products to protect your money and your family. All of our advisers keep themselves fully up to date with the financial product markets in order to identify the most suitable products or service providers to meet your needs.
XL IFA has been a part of the scene in the thriving market town of Needham Market, Suffolk, for more than 15 years. We are a highly regarded financial services company with a local name that people trust. Directors Stephen Bloomfield and Andrew Bullingham, between them, have more than 50 years’ experience working in the financial industry and both are well-established and respected figures in their field.
The comprehensive information given by my adviser in such a pleasant and relaxed manner made it easier to make the final decisions. Receiving such detailed paperwork after each meeting was also especially helpful.