3D IFS Ltd

Independent Unit 1, Elm Court, Copse Drive, Coventry, CV5 9RG
FCA verified
28th October 2019
We recognise that each person’s situation is unique and individual and our main aim is to help you achieve your
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Colin Prescott
Chartered Financial Planner
Jon Isaacs
Chartered Financial Planner, Managing Director
Where to find us

Unit 1, Elm Court, Copse Drive, Coventry, CV5 9RG

About us

We are often requested to offer directors, entrepreneurs, senior management and staff advice on their personal wealth.

As a leading Midlands firm of Chartered Independent Financial Advisers, we offer a full range of financial and tax efficiency solutions and advice on investment portfolios, pension and tax planning and wealth management solutions.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value