About
IFS Wealth Management Ltd is a firm of independent financial advisers specialising in the management of investment portfolios and pensions. The advisers from IFS have been helping clients navigate complex financial markets since 1986 and from those very early days our business has evolved primarily through client recommendations. Based in the North East of England and the Central Belt of Scotland, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Read MoreOur 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 business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 25 years and throughout this period we've developed many good friendships.
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Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.
Private Clients
Our specialist Advisers are committed to provide a centre of excellence that provides expert investment, pension and wealth management advice. We understand each client is individual and therefore take the time to get to know you and understand your needs.
We like to nurture long term relationships to ensure that as your circumstances, needs and priorities change we are able to manage your wealth positively to deliver meaningful returns. When you entrust us as your advisers you can be assured that our team will work together to offer you a complete range of financial support.
Corporate Clients
We offer a variety of financial and employee benefit solutions. We provide a personalised corporate advice service to employers on the full range of available employee benefits, including corporate pensions, group risk and flexible benefit schemes.
We recognise that people are the core asset of any business and our success has been achieved by taking time to really understand the messages employers want to communicate to their people. Our service ranges from designing specific benefit packages to ensuring existing schemes are competitively priced and communicated effectively. We provide regular employee presentations at client worksite locations which are very popular with both employers and their teams.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
IFS Wealth Management Ltd is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA Register (http://www.fsa.gov.uk/register) under reference 440703.
