Business Details
We are IFA World, a team of independent financial advisers led by Managing Director and Chartered Financial Planner Angie Taylor APFS. Our team brings a wealth of cross-sector experience across the full financial services industry to every client engagement. We specialise in guiding individuals and businesses through the complex, ever-changing landscape of financial products and legislation. Our bespoke, client-centred approach prioritises your unique circumstances and financial objectives above all else. We avoid unnecessary jargon and pomp to deliver clear, actionable advice that you can trust and act on with confidence. Our Chartered Financial Status, awarded in 2015 by the Wealth and Finance Awards for best independent savings and investment advice in Scotland, demonstrates our commitment to rigorous professional standards.
We have a proven track record of delivering long-term, tailored financial planning solutions for clients across all life stages. Our problem-solving expertise spans pensions, investments, protection, intergenerational planning and business financial services. We are fully authorised and regulated by the Financial Conduct Authority, ensuring all advice meets the highest industry compliance and ethical standards. Client satisfaction is at the core of our operations, with many of our clients staying with us for 15 years or more. We are part of the Futura Group, giving us access to additional resources and expertise to support our clients financial goals.
We have a proven track record of delivering long-term, tailored financial planning solutions for clients across all life stages. Our problem-solving expertise spans pensions, investments, protection, intergenerational planning and business financial services. We are fully authorised and regulated by the Financial Conduct Authority, ensuring all advice meets the highest industry compliance and ethical standards. Client satisfaction is at the core of our operations, with many of our clients staying with us for 15 years or more. We are part of the Futura Group, giving us access to additional resources and expertise to support our clients financial goals.
Highlights and features
- We are FCA-regulated for all client financial advice.
- Our lead adviser holds Chartered Financial Planner status.
- We earned the 2015 Wealth and Finance Award for Scottish advice.
- We have 15+ years of trusted client advisory experience.
- We deliver fully bespoke, client-centred financial planning advice.
Services
Building your wealth
This service is designed for individuals looking to grow their personal assets over time. We create tailored investment and savings strategies aligned with your risk tolerance and financial goals. Our expert guidance helps you maximise returns while managing risk effectively to build long-term, sustainable wealth.
Business services
This service is tailored for business owners and corporate clients seeking expert financial planning support. We provide practical, relevant solutions to help you meet your businesss specific financial objectives. Our advice covers cash management, pension planning and protection strategies to support your businesss long-term stability and growth.
Cash management service
This service is for both individuals and businesses looking to optimise their cash flow and liquidity. We provide expert guidance on managing surplus cash, accessing funds when needed and maximising returns on idle cash reserves. Our solutions are tailored to your specific cash flow requirements and risk appetite.
Intergenerational planning
This service is for families looking to pass on wealth and assets to future generations efficiently. We create tailored strategies to minimise inheritance tax liabilities and ensure your wealth is distributed according to your wishes. Our expert advice helps you leave a lasting legacy for your loved ones without unnecessary financial strain.
Protecting your family
This service is for individuals and families seeking to safeguard their financial security against unforeseen events. We provide tailored protection advice covering life insurance, critical illness cover and income protection policies. Our solutions are designed to ensure your loved ones are financially supported if you are unable to provide for them.
