Services

In our experience, the burden of legislation and complexity of personal finance matters has developed to the point where individuals should consider using professional services such as IFPC Ltd. Investment markets and financial solutions are increasingly sophisticated and there is little point in gathering a mountain of information if you don’t know how to act upon it. We all have financial needs and finding the right solution to meet those requirements can be a painstaking and time consuming challenge.

At IFPC Ltd, we aim to ease this burden as our experienced advisers provide a highly personalised, bespoke service coupled with outstanding, specialist advice.

• Financial planning
• Discretionary investment management
• Estate planning

We offer an initial 'no obligation' consultation, working closely with our clients to establish their specific needs. Our advisers prefer to meet potential clients in person although for convenience, a consultation can be carried out over the telephone. The consultation gives us the opportunity to consider the client’s personal circumstances and a suitable financial strategy can then established.

Please contact us to discuss which aspect of our service is appropriate to your circumstances.

• Porfolio Management Service
  
• ISA consolidation and management
• SIPP Management
• Trust Management
• Estate Planning
• Pension choices at Retirement
• Lump Sum Investments
• Tax planning for Individuals
• Investments for Trusts
• Expatriates
• Group Pensions
• Key Person Protection
• Shareholder Protection
• Pension Transfers

IFPC Ltd have a long association with Rayner Essex, who are a firm of Chartered Accountants. Clients have on occasion asked us to provide details of taxation specialists and whilst we cannot in any way be responsible for any advice they may provide, we do know them to be a highly capable organisation with an excellent reputation. Their website address is www.rayneressex.com .

For further details about any of the above services, please contact us on 01727 837 128 or e-mail us on info@ifpc.co.uk.