Ingard Ifm LLP

Independent Financial Adviser  7 Campus Road, London, Greater london, E17 8PG
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
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
Stakeholder
check
Wealth management
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
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group income protection
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 23rd January 2020
Meet our advisers
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

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

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 main office is based in Southend, Essex, and you are welcome to visit us here if that is more convenient.

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

7 Campus Road, Greater London, London, E17 8PG

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 23rd January 2020

Similar advisers near you

Restricted - whole of market 0 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
 
Independent Financial Adviser 1.07 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 1.47 mi
Blackstone Moregate provides advice to clients in the key areas of pensions, investments, mortgages, equity release and Inheritance Tax
 
Independent Financial Adviser 1.65 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells