Independent Financial Planning Consultants

IFPC Limited is a chartered, wealth management specialist that offers independent advice, planning, and discretionary investment management services to individuals, trustees, and business owners. With over 30 years of experience in financial planning and wealth management, we have established ourselves as a reputable and trusted provider of financial services.

At IFPC Limited, we pride ourselves on our integrated approach to financial management. Our team of experienced professionals, comprising of chartered financial planners, investment managers, and solicitors, works together to provide clients with tailored solutions to build, manage, and protect their wealth.

Financial Planning

Our financial planning services are designed to cater to the unique needs and goals of each client. Our expert team will work closely with you to understand your financial goals, assess your current financial situation, and develop a personalized financial plan. Our financial planning services include:

• Investment policy statement development
• Risk assessment and management
• Pension transfer guidance
• Trust and tax planning
• Retirement planning
• Estate planning

Investment Management

In addition to our financial planning services, we also offer a discretionary investment management service to private clients, trusts, and pension funds. Our experienced investment managers will work closely with you to understand your investment objectives, assess your risk tolerance, and develop an investment strategy tailored to your needs.

Why Choose IFPC Limited?

At IFPC Limited, we pride ourselves on our:

• Independent approach: We work independently of any financial institution, ensuring that our advice and recommendations are not influenced by third-party interests.
• Expertise: Our team is comprised of experienced professionals with a deep understanding of the financial services industry.
• Discretionary approach: Our investment management service is designed to provide clients with a tailored investment strategy that aligns with their risk tolerance and investment objectives.
• Personalized service: We take the time to understand our clients' unique needs and goals, developing personalized financial plans and investment strategies that cater to their individual circumstances.

Our Senior Members

At IFPC Limited, our senior members are experienced professionals who are dedicated to providing our clients with the highest level of service. Our senior members include:

• Richard Bradly, Dip PFS - Joint Managing Director
• Umesh Raj Daswani, IMC MCSI - Joint Managing Director
• Paul Farrant, CFA - Joint Managing Director
• Jonathan Fleet, APFS ATT - Director, Chartered Financial Planner
• Robert Allinson, CFA - Investment Manager
• Jamie Small, FPFS - Chartered Financial Planner