Financial planning doesn't have to be a headache. Independent Financial Solutions can help you make the right choices when it comes to managing your finances. Whatever financial service you require, at whatever stage of your life, let our expertise and experience take the stress out of planning for your future.

Buying a home is a big step. It will be one of the largest purchases you ever make and it is likely that repaying your mortgage will take the majority of your working life. As state and employer pension provision declines, more emphasis is being put on individuals to make their own plans for retirement.

Update Share

About us

Report

The Director - David Stamp, has decades of experience in the financial services industry. He is pension's expert and specialises in inheritance tax, estate planning and the effective use of trusts. We are a team of independent financial advisers, whose expertise spans the breadth of the financial services industry.

Client portal

Report

The IFS Client Portal is a leap forward in client investment management. It gives you instant access to your financial portfolio and the ability to manage your investments. You can use the IFS Client Portal on-the-go, whatever mobile device you use, and, because our portal uses the latest security software and encryption technology, your data is always fully protected.

Complaints procedures

Report

We take care to maintain high standards of service. If we are aware of client concerns or unease we give priority to resolving the matter as quickly as possible. To assist with this process we have prepared procedures to ensure that complaints are handled fairly and within reasonable timescales. Upon receipt of a complaint a senior person, who where possible is independent of the case, will investigate the complaint. You will be given the name and contact details of the person dealing with your complaint.

How we work

Report

Financial planning shouldn't be a stressful experience and accessing the right products and services should be simple. How we work is based on these principles. It's crucial that we fully understand your objectives. There is no charge for our first meeting, during which we'll find out exactly what you need and how we can help.

Be the first to review Independent Financial Solutions.

Write a Review