Independent Financial Services 4 You Ltd

Independent Financial Adviser  Independent Financial Services 4 You Ltd, Wiltshire, Swindon, SN5 5PY
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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
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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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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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
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    Telephone
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    Online (Live chat, video, email)
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    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

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