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Protecting and growing your wealth, securing your financial future.

At Belper IFS, we understand that managing your finances can be a daunting and overwhelming experience. That's why we're committed to providing expert, independent, and impartial advice to help you make informed choices and achieve greater financial freedom.

What to expect

We believe that everyone deserves a secure and financially free future, and we're dedicated to helping you achieve it. With decades of experience in the financial services industry, our team of friendly and local experts has helped countless individuals and families navigate complex financial situations and achieve their goals.

Our Services

We offer a comprehensive range of services designed to help you secure your financial future. From investments to pensions, protection to inheritance tax planning, and wills and probate to estate management, our team is equipped to provide personalized advice and solutions tailored to your unique needs and goals.

Investments

Getting the most out of your investments is crucial to achieving your financial goals. At Belper IFS, we work closely with you to understand your risk appetite, investment horizon, and long-term objectives, providing tailored investment strategies that help you build wealth and reach your financial aspirations.

Pensions

A pension should be a source of comfort and security in retirement, not a source of stress and worry. Our pension specialists will help you understand your options, whether it's consolidating multiple pensions or planning for a comfortable retirement.

Protection

Life is unpredictable, and unexpected events can have a significant impact on your financial future. Our protection experts will help you identify the risks and develop strategies to mitigate them, providing peace of mind and financial security for you and your loved ones.

IHT - Inheritance Tax Planning

No one likes to think about leaving a legacy, but it's essential to consider the impact of inheritance tax on your loved ones. Our IHT specialists will work with you to develop a personalized plan that minimizes your tax burden and ensures your wealth is preserved for future generations.

Wills & Probate

A will is more than just a piece of paper - it's a vital document that ensures your wishes are respected and your loved ones are protected. Our wills and probate experts will guide you through the process, helping you create a will that reflects your values and aspirations.

How we work

At Belper IFS, we believe that building a strong relationship with our clients is essential to providing effective financial advice. Our approach is simple - we take the time to understand your goals, aspirations, and worries, and develop personalized plans tailored to your unique needs.

Our team

Our team is comprised of experienced and qualified financial experts who are dedicated to providing exceptional service and advice. We're committed to building long-term relationships with our clients, providing quality financial advice, and helping you achieve your financial goals.

Latest news & insights

Staying informed about the latest financial news and insights is essential to making informed decisions about your financial future. Our research and articles provide valuable insights into the financial markets, investing, and personal finance, helping you stay ahead of the curve and make informed choices.

Expert, friendly, trusted

At Belper IFS, we're passionate about providing expert, independent, and impartial advice that puts your interests first. We're dedicated to building long-term relationships with our clients, providing quality financial advice, and helping you achieve your financial goals.

Reviews
Positive: The reviewer praises Kevin and his staff for their excellent customer service.

Excellent Customer Service

The reviewer, Roy Gregory, is extremely satisfied with the service provided by Kevin and his staff. They are described as "brilliant" and work hard to deliver the best results.

First-Class Experience

The reviewer's experience is categorized as "first class", indicating a very high level of satisfaction and praise for the service provided.

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