Covid-19 Update

We are continuing to support our existing clients and engage with new enquiries during this difficult time, so would be delighted to hear from you. While our office is staffed during the week, we are keeping meetings in-person to a minimum to protect our staff and clients. We are pleased to speak with you over the phone or arrange a video call at a time that is convenient for you, so do get in touch if you would like to discuss your situation.

Areas of Expertise

Pension jar - Independent Financial Planning – Stonehouse

Pensions

Whether you are just setting up a pension or are ready to draw an income, we can advise on every stage in the process to ensure that you can enjoy the retirement you deserve.

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Investment Advice

Whether you are a first time investor or are more experienced, our diversified portfolios are tailored to maximise returns to help you meet your financial objectives.

signposts - Independent Financial Planning – Stonehouse

Ethical Investing

We offer a range of risk based ethical portfolios in line with your social and environmental values.

Small House-Independent Financial Planning – Stonehouse

Mortgages

As Independent Mortgage Advisers, we search the market to find the best rates and products for you.

Why you may need independent financial advice

Hand into jar and coins - Independent Financial Planning – Stonehouse
  • You are considering how you will fund your retirement
  • You want to maintain and grow the value of your investments
  • You want to minimise your tax in order to grow your assets
  • You would like the peace of mind and reassurance of working with a firm of Chartered Financial Planners.
  • You have inherited a sum of money or would like your cash holdings to be working harder for you
  • You wish to legally minimise the Inheritance Tax that may be due on your Estate
  • You are moving house, purchasing a Buy To Let property or are considering re-mortgaging and would like to receive expert advice in order to find the best deal available for your personal circumstances
  • You would like to protect your family in the case of accident, illness or death

Chartered Financial Planners

As a Chartered firm, we have been recognised for excellent service and providing our clients with the most suitable and appropriate financial advice. We continue to strive to provide:

  • The highest levels of technical knowledge and competence through professional qualifications
  • First rate skills through continuing professional development
  • Ethical conduct by adhering to a Code of Ethics
How We Work - Independent Financial Planning – Stonehouse

Testimonials and Reviews

  • Having worked with IFP in a professional capacity I found the company to be efficient, professional and friendly; I was well informed throughout. Communication is key and it came as second nature. I would like to particularly mention Simon Evans who went above and beyond – his service is faultless and he genuinely cares about doing a good job. Highly recommend!
    05.03.2020

    F Summers
  • We had a brilliant experience using Nick as our mortgage adviser. He was very easy to contact, always responded to our questions quickly and gave amazingly clear explanations about a process that can seem very confusing for first-time buyers! He found us a deal for our mortgage which was very competitive and appropriate to our circumstances. He also helped us with our life insurance policy. I have already recommended Nick to several friends and would highly recommend him to anyone else.
    17.11.2019

    F Holyoak
  • IFP were recommended to us and we have now been with them for more than 20 years. John has given excellent advice during this time, steering us in the right direction but never putting us under pressure and allowing us to make our own minds up. We meet annually for a review but John is always available when needed. We would not hesitate to recommend IFP to anyone looking for financial advice and guidance including friends and family and, indeed, have done so.
    10.02.2020

    K Rogers

Request a call back?

If you would like to find out more about our services and discover if we can help you achieve your financial goals, please provide your details below and we will be in touch shortly: