IQ Financial Advice

IQ Financial Advice is a renowned financial planning firm established in 2012, headquartered in Lincoln, Lincolnshire. We proudly serve individuals, trustees, and businesses throughout the county and beyond. With a dedicated team of experienced advisors, we are committed to providing tailored financial guidance and solutions that empower our clients to achieve their financial goals.

Who We Are

Our team comprises highly skilled and compassionate financial specialists who have a proven track record in assisting clients with various financial matters. We pride ourselves on our ability to build strong client relationships, working collaboratively to understand your unique needs and aspirations. We believe in open communication and transparency, ensuring you receive clear and concise information every step of the way.

Why Choose IQ Financial Advice?

We distinguish ourselves from other financial advisors through:

• Personalised Approach: We take the time to truly understand your financial goals, concerns, and aspirations.
• Tailored Solutions: We develop bespoke plans that align with your individual circumstances and objectives.
• Proactive Communication: We keep you updated regularly on your financial situation and any changes in the market.
• Client-Centred Values: Your satisfaction is our top priority. We are committed to providing exceptional client experiences.

Our Services

Our comprehensive services cover a wide range of financial planning areas, including:

• Financial Planning: Creating and implementing plans to address your financial goals, including retirement planning, investment planning, and estate planning.
• Estate Planning: Drafting and reviewing your Will, Trust, and power of attorney documents.
• Investment Planning: Guiding you through the investment process, ensuring your portfolio aligns with your risk tolerance and financial goals.
• Retirement Planning: Maximizing your pension contributions and exploring options for drawing down your retirement savings in retirement.

Our Approach

At IQ Financial Advice, we believe in a holistic approach to financial planning. We consider your financial situation as a whole, taking into account your income, expenses, investments, and other assets to create a comprehensive plan that addresses your unique needs and aspirations.