Inter-Alliance Advice

Inter-Alliance International, the leading international Independent Financial Advisory Group, is a visionary organisation, which is redefining client-focused financial services. Our qualified consultants have the capability and expertise to help build and maintain your wealth through an holistic approach to financial planning.

Our consultants benefit from the support of an experienced team of specialists, extensive training and comprehensive research. Working as part of a team means our consultants have the resources to provide multi-skilled, tailor-made solutions to build and maintain your wealth through retirement planning, income protection, investments and tax planning.

Independent Advice

There are two types of advice; independent advice and 'tied' advice. Both types of adviser are required to recommend products and services that are appropriate for you. Independent advisers can offer advice on a range of products available across the whole market. Tied Advisers can only recommend the products of one company. Inter-Alliance International consultants are independent advisers and evaluate products and services from all product providers with a view to providing you with financial solutions that meet your financial goals. We work with you to optimise your wealth.

How Inter-Alliance International advice works:

When you meet with one of our consultants they will explain their charging policy and take you through the advice process.

The advice process consists of four stages. The first meeting is non-obligatory and you will not be charged if you decide not to proceed.

Stage 1 - Financial Review
At the initial meeting, the consultant will conduct a client review. This document contains essential questions about your financial situation and gives the consultant a comprehensive understanding of your present situation, your financial objectives and goals and your attitude to investment risk.

Stage 2 - Analysis
The consultant will use the client review to draw up a list of your requirements and prepare a solution for achieving the results you require. He will then research the cost and availability of the appropriate financial alternatives.

Stage 3 - Recommendation
This is usually the point at which a second meeting will take place. The consultant presents you with your financial planning report, and will talk you through his recommendations. Should you decide to act on the advice, the consultant will help you to complete the application forms.

Stage 4 - Implementation
After agreeing to the recommendations, the consultant will send you a confirmation letter known as a “Suitability” or “Reasons Why” letter. This briefly summarises your initial request, the recommendations and the solution. The consultant will keep you updated on the progress of your application.