ABOUT US
Independent Financial Solutions specialise in providing advice on pensions, savings and investments, wealth management, mortgages, life assurance, and health insurance. We’ve been helping clients navigate complex financial markets since 2001, and from those very early days our business has evolved primarily through client recommendations.
Based in Preston, Lancashire, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being. Our qualified independent adviser covers the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
Building rewarding relationships
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements. With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors. We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.
Treating Customers Fairly
Independent Financial Solutions is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
Independent Financial Solutions have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.
Impartial advice of the highest quality
At Independent Financial Solutions, our highly skilled adviser uses state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs. In other words, recommendations that are totally in our clients' interests – not someone else’s.
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GET IN TOUCH
Tel: 01772 860 760
Email: info@ifs-sp.com
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115b Whittingham Lane, Broughton, Preston, Lancashire PR3 5DD
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