3D IFS Ltd

Independent Financial Adviser Unit 1, Elm Court, Copse Drive, Coventry, CV5 9RG
FCA verified
19th August 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
Jon Isaacs
Chartered Financial Planner, Managing Director
Colin Prescott
Chartered Financial Planner
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

3DIFS Employee Benefits & Wealth Management is a trading style of 3DIFS Ltd which is an appointed representative of FSJC Ltd. FSJC Ltd is authorised and regulated by the Financial Conduct Authority.

FSJC Ltd are entered on the FCA register and their registration number is 587643. FSJC Ltd Head Office address is Unit 1 Elm Court, Meriden Business Park, Copse Drive, Coventry, CV5 9RG
This can be checked on the FCA register by visiting the FCA website www.fca.org.uk or by contacting the FCA on 0800 1116768.

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