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  11. Ingard Independent Financial Management LLP

Ingard Independent Financial Management LLP

Independent Financial Adviser  Palmers Brook House, Ryde, Isle Of Wight, PO33 4NS
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FCA authorised
Last authorised 3rd May 2021
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 & 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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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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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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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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Taxation planning
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EEA
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Rest of world
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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 life insurance
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Long term care
Meet our advisers
MR Bryan McAuliffe DipPFS CertCII (MP & ER)
Independent Financial Adviser
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 we have offices in Walthamstow and on the Isle of Wight

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 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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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