Financial Planning

So what is financial planning and how does it benefit you? We use a structured six stage process to ensure that we can tailor our services to best suit your requirements. Our advice is wholly independent and our innovative strategies consider all the available options.

We will actively manage your investments as we know how important it is that your hard-earned capital works hard for you. After all, this is the money that is going to provide you with the life you want to live. That’s why we manage it using a scientific process that has stood the test of time.

We have also developed a specialist network that gives you access to experts in complementary fields such as the legal and accountancy professions, the raising of finance, estate agency and general insurance.

Transparent fee structure

We pride ourselves on our transparent fee structure, which we feel represents value for money and reflects the quality of our staff and their recommendations. Everything is explained upfront and is clearly outlined.

At the outset, our fee entitles you to ownership of the strategy and also covers the costs of our intellectual property, i.e. our experience and expertise. This fee also covers the cost of the presentation meeting, when we will talk you through our report and answer any questions. Our implementation fee covers the cost of our staff and the professional responsibility we assume for accurately implementing the advice.

Click on the numbers below, to discover the six things you can expect from IFP.

Financial Planning

1
No obligation initial consultation

No obligation initial consultation

The first meeting is without cost or any obligation to proceed further. It is simply an opportunity to get to know one another and ascertain if we are able to add value to your financial circumstances and objectives.

2
We listen

We listen

Everyone is different; from their current situation to their goals and aspirations for the future. We listen to what you want to achieve and base our advice around this, recognising the key variations that make us each individual.

3
A financial plan you can understand

A financial plan you can understand

We provide our financial plans in writing which will be worked through with you with a qualified financial planner. We try to keep our communication “jargon-free” and speak a language you can understand. What do the numbers mean in reality for your future plans?

4
Commitment to excellence

Commitment to excellence

We apply high standards of quality to everything we do; qualifications, training, client service standards etc.

5
Integrity

Integrity

We will always act with integrity and provide advice which leads to excellent outcomes for our clients. Our integrity is incomparable and that’s something we’re proud of.

6
Accessibility / get to know our team

Accessibility / get to know our team

Our financial planners are not the only “face” of IFP. We have a team of technical, administrative and marketing individuals who are here to help and answer your queries. When you work with IFP, you get to know our whole team.