The IFS approach

Financial planning shouldn’t be a stressful experience and accessing the right products and services should be simple. How we work is based on these principles.

It’s crucial that we fully understand your objectives. There is no charge for our first meeting, during which we’ll find out exactly what you need and how we can help. If you wish to act on our suggestions, we’ll assess your situation and advise you on the best way to manage your finances.

Our fee structure

Following our initial consultation, our fees are met either by you, by commission paid by an external service provider, such as an insurance company or investment house, or by a combination of both.

Our billing will always be clear and transparent, so you’ll always know exactly how much you’re paying and for what.