IFPC Wealth Management

Independent Financial Adviser Faulkner House, Victoria Street, St Albans, Hertfordshire, AL1 3SN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
8th October 2018
A chartered wealth management specialist offering independent advice and discretionary management services to individuals, professionals, trustees and business owners.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group pensions
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Jamie Small APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Wendy Beaver FIA DipPFS
Financial Planning Consultant
Jonathan Fleet APFS ATT
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Richard Bradly DipPFS
Managing Director
Paul Farrant CFA
Managing Director
Robert Allinson CFA
Investment Manager
Umesh Raj Daswani MBA BSc Hons. MSCI
Managing Director
What our clients say
IFPC was recommended by a work colleague over twenty years ago. The first thing they did was to reorganise my complicated pension funds & simplified them into a system that has proved to be far more beneficial to me now & will continue to be so in the future. I have also benefitted from their advice with other investments & I now face the future with confidence that I will be able to support myself adequately in the years to come.
Mr MW, Hertfordshire
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 are particularly impressed not ony 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.
Mr PR & Mrs SR, North London
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.
Mr CM & Mrs MM, Bedfordshire
Where to find us

Faulkner House, Victoria Street, St Albans, Hertfordshire, AL1 3SN

Contact us
About us

IFPC Wealth Management has over 28 years' experience in offering an integrated approach to financial planning and wealth management. We are one of the few Chartered Financial Planning companies in the UK with an in-house discretionary investment management service. We offer professional, carefully researched and tailored solutions to clients who are looking to build, manage and protect their wealth.
Our advice is truly unbiased and bespoke. Working in conjunction with professionals such as Accountants and Solicitors, we offer a full range of financial planning services to private clients, trusts and pension funds.

Our services

As an experienced Chartered Financial Planning company, we believe that we have the skills, knowledge and expertise to provide the highest standard of advice to our clients. We develop and maintain long term relationships with clients to help them achieve their financial goals and plan for all their key life stages.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

IFPC Wealth Management is the trading name of IFPC Ltd which is authorised and regulated by the Financial Conduct Authority reference number: 144197

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