IFS Wealth & Pensions Ltd

Independent Financial Adviser  287 Baddow Rd, Chelmsford, CM2 7QA
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FCA authorised
Last authorised 1st March 2021
Chartered Financial Planners. We help clients achieve and maintain the lifestyle they want, without fear of running out of money.
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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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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School fees planning
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Estate planning
Meet our advisers
MR Alan Chan FPFS BSc (Hons)
Director and Chartered Financial Planner
MR Ricky Chan BSc (Hons) FPFS AdvDipFA CMIFS
Director and Chartered Financial Planner
About us

We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two!

We regard financial planning as a journey to help you achieve your life goals. Our focus is not on gathering as many clients as possible but rather on making sure we evolve, adapt and continually strengthen the service we give to our clients. As such, we aim to work with like-minded clients who are prepared to embark on this journey with us.

Our services

"Professional advice that puts you first". When we founded IFS Wealth & Pensions, we decided to focus on looking after a small number of clients very well and provide them with nothing short of the very best advice. Being a family run business, we are very much focused on delivering personal service that you can trust.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

287 Baddow Rd, Chelmsford, CM2 7QA

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