Ingard Ifm LLP

Independent Financial Adviser Palmers Brook House, Park Road, Wootton Bridge, Isle of Wight, Ryde, PO33 4NS
FCA verified
3rd December 2018
Looking after your money year after year.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Estate planning
    • Taxation planning
    • Wealth management
    • EEA
    • Rest of world
    • Long term care
Meet our advisers
adviser-person
Bryan McAuliffe DipPFS CertsCII (MP & ER)
Ifa
Where to find us

Palmers Brook House, Park Road, Wootton Bridge, Isle of Wight, Ryde, PO33 4NS

About us

Ingard IFM is an IFA practice going from strength to strength. With a number of IFA's in the practice, at this location Bryan McAuliffe is senior consultant with 15 years experience. Bryan has accumulated a number of qualifications relating to advising clients around the retirement stage in life, including, but not limited to: Individual and Corporate pension funding, income in retirement from secured and unsecured pensions, investment planning and portfolio maintenance, onshore and offshore investments, long term care fuding and inheritance tax planning.

Our services

On going portfolio maintenance. A repeatable method of sourcing and analysing the right asset mix for your goals and risk tolerences, then selecting the best funds to achieve the highest return to cost ratio to match your profile. It's not always about making the most, some years its just as efficient to limit the loss.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Compliance

Ingard Independent Financial Management LLP is authorised and regulated by the Financial Conduct Authority

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• Pensions and retirement • New or existing investments • Funding residential or nursing care • Inheritance tax •