Financial Planning

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. We believe that our position as one of a relatively small percentage of Chartered Financial Planning companies in the UK, demonstrates our commitment to providing our clients with the best possible standards of service. And as our advice is fee-based, you can be sure that the solutions we suggest are totally unbiased and, entirely appropriate to your needs.

We offer the following services:

  • Investment management – ISAs, Pensions, Trusts, Bonds
  • Cash Flow Analysis – A Full Financial Planning Review
  • Inheritance tax planning
  • Retirement options – SIPP, SSAS
  • Pension transfers
  • Later Life Advice
  • Protection (Personal, Business)
  • Tax planning for individuals*

*Tax planning is not regulated by the Financial Conduct Authority