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Whitchurch I F A Ltd

Professional, ethical financial advice.

70 The Philog, Cardiff, CF14 1EB Directions

   Now closed Open Wednesday 09:00 - 21:00

Why Choose Us?

First Class Service
We Are Specialists
References Available

Business overview

Whitchurch IFA was founded to provide the highest standard of financial advice in Cardiff and the surrounding areas. We are experienced, fully independent and highly qualified.

We offer broad-spectrum advice including not only the main-stays such as investments, pensions, protection and mortgages but also specialist areas such as long term care, equity release and inheritance tax planning.

We uphold the highest standards of integrity and technical excellence whilst maintaining true independence. We hold no allegiance to any bank, investment provider or life office. We are not part of any network or group but instead are directly authorised by the Financial Services Authority.

This independence means we need never choose one provider over another unless it is in the best interest of our client. Compare this situation to a bank-employed or "network" adviser who might only have access to a limited range of solutions.

If you'd like to know more or discuss your options, feel free to contact us or view our website.

Products & Services

independent financial advice

Retirement Planning




financial planning

FCA regulated services

buy to let mortgage advice

child trust funds

Inheritance tax planning

Long term care advice

Will Writing

Trust Planning

Offshore Investment

Tax efficient investing


Estate Preservation

equity release

FCA regulated

life insurance

tax planning

buy to let mortgages

commercial mortgages

finance brokers

financial services

income protection insurance

independent financial advisers

financial consultants

mortgage advice

inheritance tax planning



  • Financial Conduct Authority (572461)


Reliable, trustworthy, sound advice.

James Parsons has been advising us for many years now on pensions, investments and of late, mortgages. We have no hesitation in recommending him as a first class IFA
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great service

We have used whitchurch ifa twice now. We always get very good impartial advice and no pressure. Available to answer any questions and a quick response time to them. Do and would recommend this business.
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Clear, impartial, useful advice.

James Parsons regularly gives me impartial, clear advice. It is abundantly clear that my interests are the aim and never his. He's patient with my frequent questions and always responds quickly. I would highly recommend him.
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