IFPC Limited is an independently owned, chartered, wealth management specialist offering independent advice, planning and discretionary investment management services to individuals, trustees and business owners. IFPC Limited has over 30 years' experience in financial planning and wealth management.Established in 1988, we are one of the relatively few Chartered Financial Planning companies in the UK. We offer professional, carefully researched and tailored solutions to clients who are looking to build, manage and protect their wealth.
Services
About Us
Report
IFPC Limited is independently owned and managed by its directors, Richard Bradly, Umesh Raj Daswani, Paul Farrant and Jonathan Fleet. As an experienced Chartered Financial Planning company, we feel that we offer a superior proposition that combines the financial planning expertise of our independent financial advisers with the investment knowledge and experience of our in-house investment management team.
Our Services
Report
At IFPC Ltd we offer a bespoke financial planning service to our clients and aim to establish a strategy that we feel will enhance our clients' wealth while protecting their financial well-being and lifestyle. We provide specialist advice to our clients at critical stages of their life for savings, investment, protection, retirement planning, trusts and inheritance tax planning.
Investment Management
Report
Our discretionary investment management service enables you to delegate the management of your investment portfolio to our team of experienced investment managers. Unusually for a boutique wealth management firm, our team includes two investment managers who hold the Chartered Financial Analyst designation which compels them to operate to the high level of professional standards and ethics established by the CFA Institute.
Pension Transfer Gold Standard
Report
IFPC are pleased to announce that we have adopted the Pension Transfer Gold Standard. This is a voluntary code supervised by the Pensions Advice Taskforce for safeguarded and defined benefit transfer advice. By doing so, we have embedded all the principles of the gold standard into our firm's processes.
Reviews
Be the first to review Independent Financial Planning Consultants.
Write a Review
