
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.
Services
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Private Clients
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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?.
Corporate Clients
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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.
Investment Service
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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).
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