IFPC Wealth Management

Independent Financial Adviser Unit 2, 205 London Road, Kent, Sevenoaks, TN13 1DW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
A chartered wealth management specialist offering independent advice and discretionary management services to individuals, professionals, trustees and business owners.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Stockbroking services
    • Long term care
Meet our advisers
Umesh Raj Daswani MBA BSc Hons. MSCI
Managing Director
Robert Allinson CFA
Investment Manager
Paul Farrant CFA
Managing Director
Richard Bradly DipPFS
Managing Director
Jonathan Fleet APFS ATT
Chartered Financial Planner
Wendy Beaver FIA DipPFS
Financial Planning Consultant
Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
Jamie Small FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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.
Mr P R & Mrs S R, North London
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.
Mr M E W, Hertfordshire
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.
Mr D J M G, Scotland
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 C M & Mrs M M, Bedfordshire
Where to find us

Unit 2, 205 London Road, Kent, Sevenoaks, TN13 1DW

Make an enquiry
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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