IFS Wealth & Pensions Ltd
Initial consultation free
Independent
We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.
We can advise you on
Clients
helped
220helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Alan Chan FPFS BSc (Hons)
Director and Chartered Financial Planner
MR Ricky Chan BSc (Hons) FPFS AdvDipFA CMIFS
Director and Chartered Financial Planner
MR Steven Harris DipPFS
Independent Financial Adviser
What our clients say
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Rebecca
Just a quick note to say THANK YOU for all of your help with my mortgage and being so patient and hardworking. With your help, I have achieved my dream of owning my own home!
I couldn't have done...
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John
With Ricky one always feels he is there, an email or a text with a concern or question gets a quick response and it helps that he actually knows what he's talking about and can put in to simple...
j
Janet
When I inherited some money, I was completely new to the world of finances. It was all alien to me and I needed financial advice from someone I could trust.
I got in touch with Alan from unbiased...
rm
Rob & Mike
1. What prompted you to speak to us?
My brother and I were in the process of securing a mortgage and came across IFS Wealth & Pensions (IFS). We decided that since we were First Time Buyers, we would...
p
Paul
I was recommended to Ricky by a close friend as I was thinking about retiring and was confused with the retirement options available to me in my pensions. I was dreading looking at all the...
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