Independent Financial Solutions (IFS) is an appointed representative of TennetConnect Services Ltd, one of the oldest groups set up to provide smaller firms of independent financial advisors with the necessary expertise and resource to cope with the Financial Services Act. The network is now one of the largest and provides its members and their clients with the necessary influence in the market place to secure great deals.
It also ensures that members adhere to a strict compliance regime and are kept up to date with major developments in the marketplace, by providing ongoing information and training. Prior to establishing the business, he spent ten years with a renowned national firm of independent financial advisors, ultimately as their director of operations in East Anglia.
During that time he built up a reputation for problem solving and as someone who could be trusted by clients and colleagues alike. His financial services experience is extensive and his clients come from all walks of life including some major PLC's.
It also ensures that members adhere to a strict compliance regime and are kept up to date with major developments in the marketplace, by providing ongoing information and training. Prior to establishing the business, he spent ten years with a renowned national firm of independent financial advisors, ultimately as their director of operations in East Anglia.
During that time he built up a reputation for problem solving and as someone who could be trusted by clients and colleagues alike. His financial services experience is extensive and his clients come from all walks of life including some major PLC's.
Services
IFS 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.
How do you protect you and your family against a potential financial disaster caused by death or severe ill-health?.
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.
How do you protect you and your family against a potential financial disaster caused by death or severe ill-health?.
IFS has considerable experience in dealing with both employee benefits and corporate financial planning matters, whether your company is a small family enterprise or of PLC status.
We believe in the business of solving problems, not creating them!
This means that we listen carefully to what you have to say, and only then seek to offer guidance in clear concise terms.
Once a strategy has been agreed upon, IFS will implement the proposals and provide the service you need thereafter.
How do you ensure that the benefits which you provide are well targeted, cost effective, understood and most importantly, appreciated?.
We believe in the business of solving problems, not creating them!
This means that we listen carefully to what you have to say, and only then seek to offer guidance in clear concise terms.
Once a strategy has been agreed upon, IFS will implement the proposals and provide the service you need thereafter.
How do you ensure that the benefits which you provide are well targeted, cost effective, understood and most importantly, appreciated?.
Like everything else, we tailor a solution to your personal circumstances.
We take account of your need for income or growth, the likely time your money will be invested, your attitude to risk and your tax position before carefully selecting the right type of investment(s) and the most appropriate tax wrapper(s).
It doesn't really matter what the type of product selected is, once chosen, where possible, we seek to tailor a portfolio of investments to suit you.
Our process is outlined below.
Once established, we proactively monitor your investments to ensure that the overall quality is maintained and that the portfolio is adjusted in line with changing circumstance.
We take account of your need for income or growth, the likely time your money will be invested, your attitude to risk and your tax position before carefully selecting the right type of investment(s) and the most appropriate tax wrapper(s).
It doesn't really matter what the type of product selected is, once chosen, where possible, we seek to tailor a portfolio of investments to suit you.
Our process is outlined below.
Once established, we proactively monitor your investments to ensure that the overall quality is maintained and that the portfolio is adjusted in line with changing circumstance.
The United Nations World Population Prospects report, for the period 2005-2010 states that in the UK, the average man will live to age 77.2 and the average women will live to age to 81.6.
Furthermore the projection is that people will live even longer as time passes.
So your retirement represents a very significant proportion of your life.
Therefore, ensuring that you have made the necessary provisions is not something you can afford to get wrong.
Yet very few clients have a clear idea as to what they need to do, to achieve financial security in retirement.
Furthermore the projection is that people will live even longer as time passes.
So your retirement represents a very significant proportion of your life.
Therefore, ensuring that you have made the necessary provisions is not something you can afford to get wrong.
Yet very few clients have a clear idea as to what they need to do, to achieve financial security in retirement.
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