IQ Financial Advice

Independent Financial Adviser  Sparkhouse, Lincoln, Lincolnshire, LN6 7DQ
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FCA authorised
Last authorised 17th February 2020
Intelligent financial plans that work not just in theory but in practice, giving you and your family long-term security.
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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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
James Espin BSc (Hons) Dip PFS
Director
Mel Oades
IFA
About us

IQ Financial Advice (formerly John White Associates) was formed in 2003, and since then has been looking after the financial interests of clients throughout the county of Lincolnshire and beyond. The business has been intentionally kept to a manageable size, to ensure that a personal service can be offered to all clients. The first consultation is free of charge and all subsequent fees are agreed in advance.

Our services

As our name implies, we’re thinkers. We will carefully evaluate your circumstances and your goals before we make any recommendations, and we’ll compile a realistic financial plan for you that works not just in theory but in practice. We know what we do well and when to call on other experts – we have close working relationships with local solicitors and accountants, meaning we can outsource advice as necessary to provide you with an all-round intelligent service. We also pride ourselves on offering exceptional customer care, ensuring we always have enough time to give you the attention you deserve.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Sparkhouse, Rope Walk, Lincoln, LN6 7DQ

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