IFT Wealth Management Ltd
Life Time Cash Flow management together with Friendly Independent Advice and Financial Planning from a family business you can trust
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 19th October 2020
Meet our advisers
Laurence Turner Cert CII (FS)
What our clients say
Well qualified and knowledgeable but able to explain things clearly in laymans terms. He responds rapidly to queries or problems and is very willing to meet with us either at his offices or our home. When he comes to us he' s always well-prepared with all necessary information/documents to hand. He is friendly and approachable but thoroughly professional
We have been Laurence's clients for over 25 years. Laurence has a rare quality - he listens to his clients and actually gets to know them far beyond the level of the standard KYC questionnaire. His advice is an outcome of discussions not the start of them and, as a result, you get the best results. Laurence's team also embrace the same ethics - which is great news for clients when they contact the office because callers are treated like friends and family, not just an account. Laurence wants you to secure your financial future and has proven to be an extremely efficient and cost-effective way of doing so.
Laurence has helped and advised me for many years with regards to financial planning, pensions, annuities etc. It can be such a minefield for the novice but Laurence has always discussed the available options openly and clearly and together we reach a decision I am happy with. My appointments are never rushed and I always have the opportunity to ask questions. He provides an excellent service and I would have no hesitation in recommending IFT to other prospective clients.
Good comprehensive advice with a patient attitude to any complicated topics which needed full explanation.
Earlier this year a pension plan came to maturity. I am self employed and had had the plan for some years. My knowledge in this area is slight and the advice I received in maturity was to say the least very poor. I did not need to take the pension as I had initially requested a maturity at the age of 55. Business has gone well and I decided to reinvest. But I knew nothing of the financial advisors world,only bad experience really. A friend recommended Laurence Turner and he arranged a meeting. The rest is history. A marvellous man running a most professional operation from a most impressive building in our town. He spent time explaining what options were open to me. Thoroughly knowledgable in his field and by the time I was in a position to reinvest I really understood where I was going experience had left me rather sceptical. Not now I look forward to the business relationship growing and moving forward and it is now an area of my life I leave in very very good hands. Once the investments were complete the paperwork followed. It was understandable though not simple. Everything has turned out as discussed. This company is an exceptional service. For your own peace of mind I urge the reader to pursue enquiries.
Investing For Tomorrow exists to help our clients keep on top of their finances through Life Time Cash Flow modelling together with the careful management of their finances. Investing For Tomorrow is a Halifax based Chartered Financial Planning Firm providing friendly, helpful & impartial independent financial advice from the whole market. Our Advisers have over 60 years professional experience between them and are both Chartered Financial Planners in their own right. Investing For Tomorrow has been based in Halifax for over 25 years.
We specialise in taking the journey with you. It all starts with setting up your Life Time Cash Flow model. This is tweaked every time your circumstances change thus ensuring you will always know if you are on track to meet your goals. This helps us to provide for the unexpected bumps in the road. We specialise in helping your Investing For Tomorrow and then utilising these investments as you travel on into retirement. We offer both a monthly and also a quarterly investment review services.
Where to find us
Head office address: Investing For Tomorrow Llp, 1st Floor, K Mill, Dean Clough, Halifax, HX3 5AX
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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