IQ Wealth Management are Financial Advisers whose aim is to provide ongoing services to clients, meeting their financial challenges and life changes. We have over 30 years experience in the Financial Services Industry and offer advice from the whole of market for protection, and investments & pension from a selected panel.
Our first meeting is normally free of charge and lasts about 45 minutes.
Philip is STEP Affiliate, SOLLA Associate and SIFA Professional accredited.
IQ Wealth Management is a trading style of Philip Clark who is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.
Tax & Trust Planning are not regulated by the Financial Conduct Authority.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Commercial Mortgages are by referral only
We look holistically at our clients financial situation and guide them on the options available to obtain the outcomes they require.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Aileen McHugo Building, Westmore Green,, Tatsfield, Tatsfield,, TN16 2AG
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