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  11. IQ Wealth Management

IQ Wealth Management

Restricted - Whole of Market  Aileen McHugo Building, Tatsfield,, TN16 2AX
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FCA authorised
Last authorised 17th January 2022
We do not sell - we advise our clients on the best course of action to achieve their financial objectives.
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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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Commercial mortgages
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Group Pension/Stakeholder
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Long term care
Meet our advisers
MR Philip Clark
Financial Adviser / Proprietor
About us

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

Our services

We look holistically at our clients financial situation and guide them on the options available to obtain the outcomes they require.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£0
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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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