Business Details
38 Years
experience
Trusted Financial Advisers in Preston
Established in 1988, I P P Group has built a reputation as a trusted partner in financial planning. Our team comprises Chartered Financial Planners or professionals actively pursuing Chartered status, collectively offering over a century of experience in managing financial matters. We prioritise client needs through tailored advice on retirement planning, inheritance tax mitigation, and investment strategies. Supported by a dedicated administrative team, we ensure seamless service delivery while maintaining a client-centric approach. Our expertise extends to navigating complex tax regulations and providing clarity on financial decisions. As an authorised and regulated firm by the Financial Conduct Authority (FCA), we uphold rigorous professional standards.With our roots deeply embedded in the UK market, we focus on empowering clients to achieve their desired lifestyle through sound financial management. Our commitment to transparency and ethical practices ensures clients can confidently plan for their future. We actively engage with clients to understand their unique goals, offering ongoing support to adapt to evolving financial landscapes. This enduring dedication to excellence has solidified our position as a reliable choice for comprehensive financial planning solutions.
Services
Financial Planning
Retirement Advice
Tax Mitigation
Investment Management
Pension Access
Details
- Year established: 1988
Highlights and features
- We have over 30 years of combined experience in financial planning.
- Our advisers hold or are working towards Chartered Financial Planner status.
- We provide personalised financial strategies tailored to individual client needs.
- We operate under FCA authorisation for regulatory compliance and client protection.
- Our team offers ongoing support to adapt to changing financial circumstances.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Financial Planning
We develop comprehensive financial plans addressing retirement, tax efficiency, and long-term wealth management. Our approach considers individual goals, risk profiles, and market conditions. Clients benefit from ongoing reviews to ensure strategies remain aligned with evolving personal circumstances and regulatory changes.
Retirement Advice
Our specialists guide clients through retirement income strategies, pension consolidation, and tax-efficient withdrawals. We assess state benefits, workplace pensions, and personal investments to create sustainable income streams. Regular monitoring ensures clients maintain financial security throughout retirement.
Tax Mitigation
We identify legitimate opportunities to reduce inheritance tax, capital gains tax, and income tax liabilities. Services include ISAs, trusts, and charitable giving strategies. Our FCA-regulated advice ensures compliance while maximising tax savings within current legislation.
Investment Management
We construct diversified investment portfolios aligned with client risk tolerance and financial objectives. Regular performance reviews and rebalancing maintain optimal asset allocation. Our strategies incorporate ethical investing options and traditional growth-focused approaches.
Pension Access
We facilitate access to pension funds through secure online platforms with Novia and Standard Life. Services include drawdown options, annuity purchases, and phased withdrawals. Clients receive guidance on tax implications and lifetime allowance considerations.
Questions
What qualifications do your advisers hold?
Our advisers are Chartered Financial Planners or working towards Chartered status, regulated by the Financial Conduct Authority.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand personal goals, risk tolerance, and financial circumstances before creating customised strategies.
Are your services available outside Preston?
We serve clients across the North West England region and provide remote advisory services nationwide.
How are your fees structured?
Fees are transparently discussed during initial consultations, with options including hourly rates, fixed fees, or percentage-based asset management charges.
Can I access my pension funds online?
Yes, through secure platforms with Novia and Standard Life, accessible via our website's dedicated login portal.
