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BNL Independent Financial Advisers Ltd was set up in 2007, but has been providing financial advice since 1986.
BNL IFA Ltd is headed by Mike Brennan, a Chartered Accountant and Phil Davey who is qualified to Diploma level by the Personal Finance Society. In our team we have several specialists, which allows us to provide tax and pension transfer advice. Several support staff are qualified to Adviser standard having passed their Financial Planning Certificates and all staff are encouraged to continue with their professional development.
We primarily advise on Pensions and Investments for both individuals and companies. As a firm we have taken the decision that it is not appropriate for us to handle client's money directly and therefore our advice is provided on an Advisory basis. Discretionary advice and other services are available via the formal and informal links we have with a number of professional firms, which enables us to ensure our clients receive a fully integrated financial service, thus saving them time and giving them peace of mind that they have all the angles are covered.
All this support ensures that our clients can trust us to supply the best technical input to arranging their affairs in the most effective and efficient ways. This is to help us save our clients tax, optimise investment returns, ensure the family wealth and security remains intact and borrowings are charged at the most competitive rates. That is only part of the equation, the other main ingredient is to do with the way we work at a personal level with our clients. Every client is unique they all have different backgrounds, circumstances, experience of financial services, objectives and needs. Hence we seek to tailor our offer and service to each and every client to the best of our ability.
We have been advising clients for many years on all aspects of Savings, Investments and Pensions. We have built a significant client base of satisfied customers. The comments of some of these can be found in the Testimonials section.
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