IFS Wealth Management Ltd

IFS Wealth Management Ltd is a firm of financial advisers specialising in the management of investment portfolios and pensions. The advisers from IFS have been helping clients navigate complex financial markets since 1986 and from those very early days our business has evolved primarily through client recommendations. Based in the North East of England and the Central Belt of Scotland, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being. We believe Financial Planning is a journey, starting with; • Where are you now? • Where do you want to be? • How are we going to get you there? Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer. Impartial advice of the highest quality At IFS Wealth Management Ltd our highly skilled adviser’s use state of the art technology enabling us to meet all of our client’s financial needs both personally and corporately and achieve their objectives in the most cost-effective way. This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs. In other words, recommendations that are totally in our client’s interests – not someone else’s. Our approach Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client’s requirements. With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost. Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And of course, we are prepared to work alongside our client’s Accountants and Solicitors. We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

Address: 357 Old Durham Road, Gateshead, Tyne & Wear NE10 5LA, United Kingdom

Phone: +44 8448 730 560
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