
IFPC Ltd
Initial consultation free
Independent
Chartered wealth management experts offering independent advice and bespoke discretionary services to individuals, professionals, trustees, and business owners.
We can advise you on
Clients
helped
helped
99
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Jamie Small FPFS
Chartered Financial Planner
MR Jonathan Fleet APFS ATT
Chartered Financial Planner
What our clients say
mc
Mr C M & Mrs M M
As usual we appreciated (and enjoyed) our annual review. We had a lot of tax and pension queries this year and were very satisfied with the help you provided. We feel totally secure with you as our financial advisors having been with you now for 14 years and have no hesitation in recommending you to our family and friends.
md
Mr D J M G
My wife and I recently decided to take early retirement, and of course wanted to know the financial implications of what is a big decision so contacted Jamie and asked for his help. We were immediately struck by the thoroughness of his approach, after all, the correct assessment of persons situation is key to any recommendation. Jamies conclusion was clear and easy to understand, and came with a detailed written report. We ended up digging into a lot of detail as, lets face it, this is not something you do lightly. Jamie was able to provide as much detail as we needed, and even re-ran a couple of different scenarios for us. We have made a few changes to our finances a result of Jamies assistance and will certainly be more tax efficient. While the future is never certain I think we now face it with more financial confidence.
mm
Mr M E W
IFPC was recommended by a colleague over twenty years ago. The first thing they did was to reorganise my complicated pensions and simplified them into a system that has proved to be far more beneficial to me now & will continue to be so in the future. Apart from being available as and when required, their annual review of all my finances is always constructive. In the complex world of investments & financial matters, it is refreshing to be helped by an organisation that is professional, competent and trustworthy. I would have no hesitation in recommending IFPC to anyone.
mp
Mr P R & Mrs S R
We chose IFPC as our financial advisors a number of years ago on the explicit recommendation of our accountants. Apart from being relatively local, we particularly impressed not only with their professionalism, but also their ability to deliver clarity when discussing complicated pension and financial matters. We would have no hesitation in recommending their services to others.
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