About Us
Independent Financial Solutions was established in 1989 and ever since has been associated with the highest quality financial advice. By working closely with our clients we have spent many years developing long-term relationships built on trust, mutual understanding and collaboration.
We appreciate that every client will have different financial objectives and aspirations so we use the following approach with every client to ensure we deliver a consistently first class service;
- Carry out a thorough assessment of your current situation
- Understand your needs, aims and objectives
- Analyse your current financial position
- Identify any shortfalls in your current financial provision
- Propose and present our recommendations in a clear and concise manner
- Implement your financial plan
- Monitor and refine your plan regularly
Whether you are investing for income or capital growth, seeking to mitigate inheritance tax, looking to protect your family, planning for retirement or looking for advice on any other financial matter, our experience and commitment to excellence provide greater reassurance in an uncertain world.
With offices in Portsmouth and Emsworth we are usually able to offer you an appointment with one of our advisers in an office close to your home or place of work. Alternatively we are able to visit you at your home or office.
If you would like to download a copy of our client brochure please click here.
daily quote
“Reliable friends who do what they say are like cool drinks in sweltering heat - refreshing! (The book of Proverbs)”