Description
IFPC Ltd offers a fee based approach to financial planning seeking
to establish a plan that enables our clients to have their assets
managed on a professional and tax efficient basis. We offer a fully
consultative approach to the management of our client’s affairs
preferring to discuss their objectives and indeed their attitude to the
risks they may encounter before we implement any recommendations.
We endeavour to establish the agreed solutions on a tax efficient
basis where possible and use our connections with some of the largest
institutions in the UK and overseas to reduce administration costs.
Financial planning allows us to provide professional financial
advice that puts clients in control of their finances. We will provide
a personalised advice and will not implement any recommendation without
prior authority, so clients remain fully in control of all investment
decisions. Above all our fee based approach reinforces the independence
of any recommendations we might make. IFPC Ltd offers a bespoke service to our clients establishing a
strategy that we believe will enhance our client’s wealth whilst
protecting their financial well-being and lifestyle.
Initially, we offer a free consultation for half an hour to
establish if there are areas of a client’s financial circumstances that
need reviewing and indeed if either party is comfortable enough with
the relationship to proceed to the next stage. If clients should decide
to proceed further then we will agree the areas to be reviewed and the
likely scale of fees that such an undertaking will cost.
IFPC Ltd will produce a financial report with recommendations on how
to proceed and discuss the tactical implementation at each stage. At
IFPC Ltd there are no off the shelf solutions. Our experience suggests
that every one of our clients has their own personal concerns,
responsibilities and aspirations. The solutions that work for one,
simply may not work for another. Depending upon the particular
circumstances, we will focus on our clients’ unique requirements and
create solutions that are individual to them.
We offer our all of our clients the opportunity of an annual review
or more frequent should they require it and a dedicated investment
review where appropriate.
We are able to provide expert advice to our clients at critical
stages of their life for savings, investment, protection, retirement
planning, Wills, trusts and inheritance tax planning.
- Portfolio 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
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