Welcome

to Quadrant

Financial

Associates Ltd.

We are local chartered financial planners

providing independent advice.

Start your journey

Chat to us now:  02920 814045

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About us

Financial planning can be a complex business, but at Quadrant Financial Associates Ltd, we pride ourselves on making your financial investments, pensions and retirement options clear and simple, so you can be confident that you are making the right choice. We believe that flowcharts, maps glossy brochures can point you in the right direction but they don't listen to what you actually want to do or achieve.

Read our story

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We are proud to be a firm of Chartered Financial Planners

We firmly believe that Chartered status is the 'gold standard' of financial planning. It means we:

Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications.

Keep our knowledge and skills up to date through continued professional development.

Adhere to an ethical conduct, which could be enforced through disciplinary sanctions.

It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support.

Independent

Independent financial advisers (IFAs) are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. Put simply it’s all about you and not your money. Our job is to take away the hassle and to make the complicated simple.

Meet our team

Retirement specialists

Whether retirement is five or twenty-five years away, the thought of giving up work entirely one day can be as simultaneously daunting as it is exciting. There’s plenty you want to see, do and achieve. Nevertheless, your ability to cross the retirement finish line may feel like it hangs on one important question: “Will I be able to live the way I want to live?”.

There has often been debate about the very word “retirement”. This is perhaps because traditionally, you retired at a certain age, be it at age 65, gave up work, took your works pension or purchased an annuity and took up golf and gardening.

Nowadays, especially in the current climate, this scenario is becoming less frequent, and people are taking a more phased approach to giving up work altogether. Many are choosing to step down from stressful positions, but go back to work part time. Some are able to draw income from various sources and are generally able to lead an active life into much older age than traditionally.

Retirement is a journey, not an event. Retirement and the term “financial independence” are often used interchangeably. Both are achieved when you have little or no debt, enough savings and/or pension income to cover your living expenses so that work effectively becomes “optional”.

Reviewing and monitoring your pension and making sure it still meets your needs can sometimes be overwhelming, especially when you delve into the charges, the benefits available to you and comparing the performance of different funds and many other factors. 

At Quadrant Financial Associates Ltd we make the complicated simple and our comprehensive review process will give you all the information you need with less of the jargon.

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We are highly rated and recommended

Lindsey has been rated highly and reviewed by our clients on VouchedFor; an independent, verified platform that allows individuals to rate their professional.

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WHAT PEOPLE SAY

"I visited Quadrant to discuss my pensions and they were knowledgeable and explained everything clearly and gave me some great advice. They are professional and offer a brilliant service. I can't recommend them highly enough" 

 

—  Sian

CONTACT US

115A Park Crescent, Barry, Vale of Glamorgan,

CF62 6HE

T: 02920 814045

E: info@quadrantifa.co.uk

Our Office hours:

Monday - Thursday 08:00 - 18:00

Quadrant Financial Associates Ltd., is an Appointed Representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority FCA Number 51914. Company registration number 09898686.

Quadrant Financial Associates Ltd. is registered in England and Wales.

No investment decision should be taken based on the content of this website. Always take full individual advice first.

The regulations governing tax rates and investments may change in the future.

The firm is not responsible for the content of external links.

The content is aimed at UK residents or residents of MiFID countries.

If you’d like to find out more or book in a free, no obligation meeting, complete the form below and a member of the team will be in touch.

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