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Independent Investment Associates Limited (IIA)
       
 
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Independent Investment Associates Limited (IIA)
 
 
Mission statement: 

"Our objective is to be the firm of choice for those seeking high quality independent financial planning advice.

We are a values driven company and aim to differentiate through a consistent client focused service proposition that is delivered smoothly by a professional, highly qualified, motivated and happy team.”
Overview: 

Independent Investment Associates Limited is a Chartered Financial Planning firm and specialises in the provision of comprehensive and truly independent investment and estate planning advice to private clients and trusts.

As a firm we enjoy corporate Chartered Financial Planner status – one of only a few firms locally to do so. Chartered status is instantly recognised. It is the benchmark for high professional standards, demanding excellence in everything you do. To achieve this status a Chartered firm must, amongst other requirements, ensure:
their employees acquire and retain the necessary knowledge and skills to deliver the highest quality advice.
the client’s best interests are at the heart of the advice they provide.


The company has a major focus on client care and service which we believe to be crucial. Whilst the financial services industry is constantly changing our aim remains the same - to provide outstanding service to our clients in a personalised and professional manner.

The company has grown strongly since inception and now operates from large premises in the centre of Grange over Sands. The firm is widely regarded as being a leading specialist in the North West with a justifiable reputation for quality and excellence.

IIA Ltd is owned and managed by its three directors and has 9 full time members of staff, all looking after over 600 active clients and in excess of £180 million of clients' assets under management.

ore Values

We will at all times act in an ethical, moral and truthful manner.

We will:
Comply with the Code of Ethics of our professional bodies, all relevant laws and regulations.
Act with the highest ethical standards and integrity.
Act in the best interests of each client.
Provide a high standard of service.
Treat people fairly regardless of:
race or racial group;
sex or sexual orientation;
religion or belief;
age;
and disability.

We specialise in providing a full independent financial planning service to individuals and trusts with a view to maximising investment returns in the most tax efficient manner.

We define a full financial planning service as providing advice across the spectrum of financial planning including pensions, protection, savings and investments (onshore and offshore), estate planning including lifetime cashflow planning and tax planning.

The extent of risk to capital (if any) and returns is discussed and agreed initially.

Our main areas of advice relate to:
Investment of capital.
Ongoing monitoring and advice of existing portfolios.
Pre and post retirement planning.
Inheritance tax planning.
Pensions.
Trusts (ensuring adherence to the Trustee Investment Act 2000).

Initial advice is clearly very important, but we believe the correct level of ongoing monitoring and advice is equally crucial.

We discuss with clients their requirements and can provide regular portfolio valuations, review meetings and ad hoc communications to ensure the overall financial plan remains up to date.

As we are a completely independent business, all of our clients can be sure of impartial, unbiased and unrestricted advice from extremely well qualified consultants. Access is available to an individually qualified Chartered financial planner within the firm.
History:  Founded in 2001
Asset Under Management: 

£180 million of clients assets under management


 
 
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