Ingard Ifm LLP

Independent Financial Adviser  Brambledene Hse, Blackberry Way, WHITSTABLE, CT5 3BS
First meeting at adviser's own cost
We take the time to offer advice tailored to each individual's circumstances.
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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Stakeholder
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 17th May 2021
Meet our advisers
MR Bryan McAuliffe
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

MR Ian Osang
Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

MR Robert Howard
Partner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

Ingard are an Independent Financial Advisory Company, specialising in a personal service to our clients. We have independent financial advisers able to visit you at your home or office or alternatively we are able to advise you remotely, via phone, post & email.

Our head office is based in Whitstable, Kent.

Our advisers have a wealth of experience advising both individual and corporate clients, and we would be happy to provide references on request.

Our services

We are a bespoke firm and all new clients are offered an initial complimentary meeting to discuss their requirements and explain company procedures.

We are able to provide general financial advice but I tend to specialize in those looking to design a specific financial plan. This includes detailed Inheritance Tax mitigation advice, investment portfolios and the planning of a suitable income in retirement. We are also one of a limited number of IFAs in the country qualified to advise on financing Long Term Care for those needing residential or specific nursing care.

Where to find us
Head office address: Brambledene Hse, Blackberry Way, WHITSTABLE, CT5 3BS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 17th May 2021

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