IQ Financial Advice (formerly John White Associates) was formed in 2003 to look after the financial needs of clients through the county of Lincolnshire and beyond. Most of our private clients own their own business or have since retired and our services are typically best suited to similar individuals. However we have clients from all walks of life and our main criteria in you becoming a client is that you take an interest in your financial situation and that we feel we can add value to it.
We understand that our clients live busy lives and are therefore happy to meet you at either at our offices or at a location of your choice. We take pride in providing a relaxed, informal environment in which to discuss your goals and priorities and take time to fully understand your aims, allowing plenty of room for you to ask questions. To find out more about becoming a client of iQ Financial Advice, please feel free to contact us to arrange an initial meeting at our expense and without any obligation.
We understand that our clients live busy lives and are therefore happy to meet you at either at our offices or at a location of your choice. We take pride in providing a relaxed, informal environment in which to discuss your goals and priorities and take time to fully understand your aims, allowing plenty of room for you to ask questions. To find out more about becoming a client of iQ Financial Advice, please feel free to contact us to arrange an initial meeting at our expense and without any obligation.
Services
James joined the business in its previous form of John White Associates in 2007 following 5 years in his previous role as a tied financial adviser with the Cooperative Insurance Society (CIS).
He quickly achieved the Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Planner.
James provides advice to individual clients, trustees and small businesses owners, specialising in tax reduction and mitigation for those in the fortunate position of having built up significant assets.
He quickly achieved the Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Planner.
James provides advice to individual clients, trustees and small businesses owners, specialising in tax reduction and mitigation for those in the fortunate position of having built up significant assets.
We offer an initial meeting of around an hour where we can get to understand your personal needs and objectives, establish what benefits would result from using our services, outline the way we work along with our associated fees and give you the opportunity to appoint us.
Having identified your aims and dreams, we will present a financial plan to you.
This typically incorporates your entire financial situation but could involve advice relating to a particular issue you feel require attention.
This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as tax or estate planning.
Having identified your aims and dreams, we will present a financial plan to you.
This typically incorporates your entire financial situation but could involve advice relating to a particular issue you feel require attention.
This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as tax or estate planning.
At IQ we offer a comprehensive range of financial services and are happy to work with you on a particular aspect of your situation or to consider all areas in creating you a complete financial plan.
We strongly believe that a lasting relationship with our clients dramatically improves their lives and therefore advocate working together over the long term.
However for those clients who do not want or require this service we are able to provide 'one-off' advice at your request.
Following our initial advice, we like to maintain an ongoing relationship, believing that financial arrangements require continued assessment and review.
We strongly believe that a lasting relationship with our clients dramatically improves their lives and therefore advocate working together over the long term.
However for those clients who do not want or require this service we are able to provide 'one-off' advice at your request.
Following our initial advice, we like to maintain an ongoing relationship, believing that financial arrangements require continued assessment and review.
We are independent-minded and clear thinking.
Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet your needs and to adapt to different market environments.
We encourage an open dialogue with all our clients.
We want to develop a clear understanding of your financial aspirations so we can build a plan that suits your exact requirements.
We are always on the end of a phone and will respond speedily to emails.
Ultimately we want you to feel part of your financial planning and to understand what we are doing for you.
Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet your needs and to adapt to different market environments.
We encourage an open dialogue with all our clients.
We want to develop a clear understanding of your financial aspirations so we can build a plan that suits your exact requirements.
We are always on the end of a phone and will respond speedily to emails.
Ultimately we want you to feel part of your financial planning and to understand what we are doing for you.
Our business has been designed to ensure that we treat all of our clients as individuals, respecting their beliefs and maintaining an honesty that builds trust.
This commitment is aligned with the six outcomes of the Financial Conduct Authority's Treating Customers Fairly (TCF) initiative.
Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
This commitment is aligned with the six outcomes of the Financial Conduct Authority's Treating Customers Fairly (TCF) initiative.
Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
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