Who we are

Independent Financial Solutions is owned by David Stamp, Michael Reidy and Jon Foster. Our partners have decades of experience in the financial services industry.

All three partners are pensions experts and specialists in inheritance tax, estate planning and the effective use of trusts. They also advise on investment planning, protection policies, tax mitigation and retirement income options.

IFS – a team of independent financial advisers

Our partners head up a team of independent financial advisers, whose expertise spans the breadth of the financial services industry. Our specialist advisers are highly qualified and individually they hold a range of certification relating to financial planning, mortgage advice, lifetime mortgages, long-term care and pension transfer.