I.F.S. provides a high quality financial planning service, based upon a wealth of
experience. Every client inevitably has their own individual circumstances and objectives. So
we take the time to gain a thorough understanding of your situation before seeking to offer guidance.
We will provide tailor made solutions to your problems, and we will ensure that you understand
what needs to be done. Here are some of the issues and questions that you may need to think about:
- You want your money to work hard, but you do not want to lose it.
How do you achieve the right balance between
risk and reward?
- You know the state pension is inadequate.
What do you need to do to ensure a decent standard of living in retirement?
- How do you protect you and your family against a potential financial disaster caused by death or severe ill-health?
- Buying or moving house?
How can you ensure that you get the deal that best suits your circumstances.
- You are probably paying too much tax.
What can you do to reduce it?
- You want the best education for your children.
How do you afford the fees?
- Are you fed up with the investment performance of your pension provider?
What can you do to make a difference?
- Are you looking at a shortfall on your mortgage linked endowment?
How are you going to meet it?
Whatever your financial concern is, now or in the future, you will always find that IFS is there to give advice
and assistance.
The Financial Services Authority does not regulate tax planning.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
For mortgages, we reserve the right to charge a minimum fee of £750 depending on the size of the procuration fee paid by the lender.
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