IFS Wealth & Pensions
We help you live life on your terms. You define it and we’ll help you to create the financial freedom to achieve it.
We are a small, family run team of highly qualified Independent Financial Advisers (IFAs). We are passionate about helping our clients manage their financial affairs more efficiently as we believe the sound advice we give now can have a big positive impact on our clients’ future. More than this, our clients receive peace of mind so they can get back to doing what they do best – enjoying their lives.
We stand by our promise to only use plain and jargon-free language and the result is clear and honest advice that you can trust. This is important in an increasingly complex world of finance. Using our expertise and combined industry experience, we can help identify the best options for you.
We are very proud to be awarded the Corporate ‘Chartered Financial Planners’ status by the Chartered Insurance Institute (CII). This accolade is widely regarded as the gold standard within the profession. Fewer than 5% of financial advice firms are Chartered and IFS Wealth & Pensions is delighted to join the elite group of firms.
Chartered firms exhibit strong ethics throughout the business and demonstrate their professional commitment by continuously pushing themselves to achieve higher standards. The end result is that you can be sure the financial advice you receive is of the highest quality.
In short, we sit on the same side of the table as you do, and we work for your best interests only.
There are some things in life that are so important that face-to-face meetings are absolutely necessary. For example, buying your first home or car, or making big financial decisions about your future.
We also believe that these meetings help build better long-term client relationships, giving our clients the chance to get to know us better. This underlines the fact that trust and integrity are at the heart of our business.
We are proud to provide our clients with the very best independent, whole-of-market, and unbiased financial advice. This means that we act in their best interests only.
Our expertise – what we do for clients
Investments & Savings
- Review your existing investments
- Ensure your money is working hard
- Help you save tax-efficiently
- Whole of market research
Pensions review
- Review & consolidate your pensions
- Help you save tax & retire comfortably
- Auto-Enrolment & director’s pension
- Whole of market research
Retirement Planning
- Explain your at-retirement options
- Flexi-access, annuity, drawdown
- Peace of mind financial freedom
- Whole of market research
Mortgages & Insurances
- Explain the different mortgage types
- Family protection & peace of mind
- Life insurance, critical illness & more
- Whole of market research