About Us

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 multi-disciplinary team consists of well-qualified, experienced professionals who are specialists in their fields and dedicated to providing our clients with the best possible service.

Click on the names below to read about our senior members of staff.

  • Dip PFS
    Joint Managing Director
    Richard Bradly, Dip PFS

    Richard Bradly, Dip PFS is a Joint Managing Director having been at IFPC Ltd since its inception. He is one of three primary shareholders of the firm following the management buy-out of IFPC Ltd in 2006. He has been the head of Financial Planning during ...

    Joint Managing Director
    Umesh Raj Daswani, IMC MCSI

    Umesh Raj Daswani IMC MCSI, is a Joint Managing Director of IFPC Ltd and has been in the financial services industry for over 27 years with extensive experience in financial planning and researching collective investments. He is one of the three primary ...

  • CFA
    Joint Managing Director
    Paul Farrant, CFA

    Paul Farrant, CFA is a joint managing director of IFPC and one of three primary shareholders of the firm following the management buy-out of IFPC Ltd in 2006. As the head of investments, he is responsible both for setting the overall investment strategy ...

    Director, Chartered Financial Planner
    Jonathan Fleet, APFS ATT

    Jonathan Fleet, APFS ATT is a Chartered Financial Planner and a Director/shareholder of IFPC with 17 years’ experience in the financial planning Industry. Jonathan joined IFPC in 1997 before moving to Central London where he worked for ...

  • CFA
    Investment Manager
    Robert Allinson, CFA

    Robert Allinson, CFA is the firm’s investment analyst and acts as a portfolio manager. Robert has more than 15 years of experience as an investment professional, having occupied senior portfolio management roles in a number of medium-sized wealth ...

  • FPFS
    Chartered Financial Planner
    Jamie Small, FPFS

    Jamie Small  FPFS is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Achieving Fellowship status is the highest accolade and gives practitioners a genuine differentiation within the industry . Jamie has specialist ...

  • FIA Dip PFS
    Financial Planning Consultant
    Wendy Beaver FIA Dip PFS

    Wendy Beaver, FIA DipPFS is a financial planner and actuary with specialist knowledge of pensions, estate planning and long term care matters.  Her earlier career spanned 25 years mainly in actuarial consultancy advising corporate clients with ...