Financial Advice

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If you're a member of IFA Promotion and your entry in the Directory is inaccurate or incomplete please fill in the form below and your entry will be updated. The update of your entry may take up to two weeks.

IFAP membership number

Company name (mandatory)

Contact name

Job Title

Address line 1

Address line 2

Address line 3

Address line 4

Address line 5

Postcode (mandatory)

Telephone (mandatory)

Fax

E-mail

Website

FSA number

Fee basis

Does your firm employ a female adviser?

Does your firm employ a male adviser?

Do you offer an 'execution only' service?

Are you a 'general practitioner' adviser?

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Business Status

Indicate below your independent status in each of the regulated areas:

Investments - List below the full name/s and FSA Individual Reference number of individual/s in your firm that are registered with the FSA and authorised to conduct 'Independent' (i.e. whole of market and offering consumers the option of paying by fee) Investment business at your address:

Adviser name 1

FSA Individual Reference (mandatory)

Individual's email address

Remove individual?

Adviser name 2

FSA Individual Reference (mandatory)

Individual's email address

Remove individual?

Add another adviser

Please note: If you do not name at least one 'Independent (i.e. whole of market and offering consumers the option of paying by fee) Investment' adviser - IFAP will reject your application. If your firm's status changes following this application, IFAP reserves the right to remove your firm's details from its database.

Additionally, please confirm (by ticking the appropriate boxes below) that advisers in your firm at the address you provided are authorised to give 'Independent' advice (i.e. whole of market and offering consumers the option of paying by fee) on the following business categories:

Mortgages

Protection

General Insurance

If you would like to amend your top nine business areas

If you would like to amend your top seven mortgage areas

If you would like to amend your top six general insurance areas

If you would like to amend your top five business exclusion areas

Please indicate the qualifications held by the adviser named below by clicking the 'add' button.
(We verify all data with the relevant examining body)

Adviser name 1

Qualifications

Adviser's Date of birth

FSA Individual Reference

Individual's email address

Remove individual?

Add another adviser

If you've listed either Group Pension/Stakeholder, Group Protection/Life Insurance or Commercial Mortgages in your top eight business areas, what size firm (by number of employees) do you mainly advise? (Select one option only)

1-20 employees
21-100 employees
101 plus employees

If you wish to provide or change your complied 75 word description, please do so here.

Please enter your name and position so that we can confirm that you are authorised to make these changes.

Your name

Your position

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