3D IFS Ltd

Independent Financial Adviser  Unit 1, Allesley, West midlands, CV5 9RG
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FCA authorised
Last authorised 20th January 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Colin Prescott
Chartered Financial Planner
Jon Isaacs
Chartered Financial Planner, Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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