At IQ, we work alongside ambitious, successful people to help plan and manage their financial affairs, removing the hassle whilst always ensuring a clear path forward.
We offer a comprehensive range of financial services and are happy to work with you on a particular aspect of your situation or to consider all areas in creating you a complete financial plan.
Whilst we cover all areas of financial services (excluding mortgage advice), my areas of specialism are in retirement and investment planning for clients approaching and moving through their retirement. This includes creating a strategy for producing a retirement income from all available assets and ensuring that any taxes payable are minimised where possible.
We strongly believe that a lasting relationship with our clients dramatically improves their lives and therefore advocate working together over the long term. However for those clients who do not want or require this service we are able to provide ‘one-off’ advice at your request.
Independent Financial Advice can add significant value to our clients’ lives, both in terms of helping them achieve their goals and in creating peace of mind.
We focus on the giving of advice rather than the selling of a product and believe that our impartiality sets us apart from many traditional adviser firms.
We believe in transparency at all times and our fee-based approach means no hidden costs or nasty surprises.