1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Wiltshire
  8. breadcrumb-arrow
  9. Swindon
  10. breadcrumb-arrow
  11. Independent Financial Services 4 You Ltd

Independent Financial Services 4 You Ltd

Independent Financial Adviser  Independent Financial Services 4 You Ltd, Wiltshire, Swindon, SN5 5PY
check
FCA authorised
Last authorised 26th July 2021
Independent Pensions & Investment advice specialists also expat services for those that have already or are thinking about moving/working abroad.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Buying overseas
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Meet our advisers
MRS Julie Hill
Mortgage Adviser
Alan Buck Dip PFS
Financial Consultant
Robert Hardwicke Dip PFS
Principal
About us

Independent Financial Services 4 You Ltd was set up in 2010 to provide bespoke financial advice for both individuals, families and companies. Your requirements and specifications are established and our advice is individually tailored to suit your priorities and budget. We have between us over 50 years of experience advising thousands of clients over many years. As whole of market advisers we act on your behalf, not any single company like a tied adviser or a bank that acts in its own interest selling you its products. we have an AF3 Qualified Pension Transfer Specialist adviser and the new pensions update qualification R08 recently passed. We are up to date and ready to advise.

Our services

With a Qualified Pension Transfer Expert, pensions and retirement planning, open market and Flexi Access Drawdown Pension options. Financial advice for people and expats that are contemplating moving abroad to work or retire. AF3 Qualified Adviser. Advice on "Safeguarded Benefits" Appropriate Independent Advice Statements and Final Salary/Defined Benefits pension transfer enquiries welcome. Just passed the brand new R08 Pensions update exam.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Independent Financial Services 4 You Ltd, 3 Lucena House, Shaw Village Centre, Ramleaze Drive, Shaw, Wiltshire, Swindon, SN5 5PY

Similar advisers near you

Pearson Independent Advisers
Independent Financial Adviser 0.45 mi
 
 
See profile
True Potential LLP
Restricted - whole of market 0.54 mi
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
 
See profile
Milestone Financial Planning
Independent Financial Adviser 0.54 mi
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
 
See profile
Chris Philcox - True Potential Wealth Management
Restricted - whole of market 0.54 mi
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
 
See profile