IFS Wealth Management

0191 491 5652

info@ifswm.com

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

IFS Wealth Management has been built based on honesty, reliability, integrity and an excellent service. Our team is at the heart of our business. Our financial advisers and servicing team deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients. Many client-adviser relationships have lasted years and throughout this period we've developed many good friendships.

IFS Wealth Management offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation
  • Protection against critical illness
  • Income protection
  • Inheritance planning
  • Long-term care
  • Private medical insurance
  • Family protection life assurance
  • Mortgage services*
  • Property portfolio services

Corporate

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

*The Financial Conduct Authority (FCA) does not regulate all of these products and services.

*We will be paid by commission from the lender. Or you could choose a fee only option where you will pay a fee of a maximum of 2% of the loan or a fee of between £500 and £1,500. We will pass on any commission paid by the lender to you.

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