About Us

Established Financial Planning

Airevalley IFA Ltd was established in 2003 by John S Lohan & Mark Waterhouse. We are not tied to any financial institution, enabling us to provide our clients with completely unbiased advice from the entire marketplace.

Airevalley IFA Ltd boasts a combined experience in the financial services industry of some 120 years. Since we became directly established in 2003 we have maintained our highly experienced and qualified Advisers, each with their own unique areas of specialisation.

Our team of Administrators and Researchers, who have access to the most up-to-date research and information technology, supports the Advisers. Where the necessary expertise is not in-house we have trusted relationships with other organisations and professionals to supplement our own knowledge and experience.

Overall our objective is to provide our Clients with the most suitable advice, both at the initial stage of the process and over the lifetime of the recommendation.

In 2020 we were proud to join Sovereign Financial Partners, to further strengthen the service we provide to clients.

Get in touch

Our team of friendly advisers are ready to help you.

Simply call us on 01535 656753 or click here to send us a message.

Get In Touch

Copyright © 2020 Airevalley IFA Ltd / Sovereign Financial Partners – All Rights Reserved. Airevalley IFA Ltd is an appointed representative of Sovereign Money Matters Ltd which is authorised and regulated by the Financial Conduct Authority. Sovereign Financial Partners is a trading name of Sovereign Money Matters Ltd, registered number 08287674. Sovereign Money Matters Ltd is authorised by the FCA, reference 599883. Company registration 12465188. The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning Services. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk