Direct Independent Financial Consultants

Our Story

Welcome to Direct Independent Financial Consultants (IFC) Ltd, an independent and privately-owned professional financial services firm. With over 28 years of experience, our practice has a proven track record of providing optimum financial solutions for a wide range of clients, guiding them to achieve their financial goals and safeguard their futures.

Why Choose Direct IFC?

As a leading independent financial consultant, we pride ourselves on getting to know our clients, understanding their needs, and identifying the optimum solution to meet their requirements. Our experienced team, led by Directors Forrest Wheeler and Nick Hutton, who have over 50 years of combined experience, will work with you to understand your financial goals and objectives.

Our Services

At Direct IFC, we offer a comprehensive range of services to help you plan your financial future. Our services include:

Protection

• Term Assurance
• Whole of Life
• Long Term Care
• Death in Service
• Income Protection
• Critical Illness
• Private Health Schemes
• Succession Planning
• Corporate Key Man Policies
• Share Protection
• Income Protection
• Private Medical Insurance

Retirement Planning

• Personal Pension Plans
• Stakeholder Pension Advice
• Corporate Executive Pension Plans
• Small Self-Administered Schemes
• Final Salary Schemes
• Funded Unapproved Retirement Benefit Schemes
• Stakeholder Pension Advice

Investment Planning

• Ethical Investment Planning
• National Savings
• Individual Savings Accounts (ISA's)
• GILTS
• Investment Bonds
• Unit Trusts
• Investment Trusts
• Portfolio Planning
• Corporate Offshore Investment
• Succession Planning

School Fees Planning

We understand the importance of providing the best possible educational start in life for your children. At Direct IFC, we offer affordable planning schemes to help you plan for school fees, ensuring that you have the financial security to enjoy leisure time with your family.

Inheritance Tax

Determining what happens to your money at the end of your life is crucial. Our expert team will ensure that your finances are perfectly organized to cause the least possible disruption to your loved ones.

About Us

Direct IFC is an independent financial consultancy with over 28 years of experience, led by Directors Forrest Wheeler and Nick Hutton. Our team has a wealth of knowledge and expertise in the financial services industry, with Forrest being a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS). With our team, you can be confident that you are receiving expert advice and guidance in all aspects of financial planning.