Our Client Profile
Our clients include self made millionaires, professionals like accountants, solicitors and doctors - people who run their own business, through to individuals either in retirement or close to it.
A common theme though with the majority is that they have been recommended to us, either by an existing client or through one of our professional partners.
Today, we still maintain relationships with many of the same clients whom we first started to work with when our business was first established. We are very proud of this fact, as it endorses, what we say about our commitment and desire to work with clients on a long term basis.
Our clients are predominantly segmented across two broad types:
The Discerning Investor and Small & Medium Sized Business Owners (SME's), and all can be assured that our services are advice led and not sales driven.
Our Discerning Investors receive a dependable money management service – covering all types of investments, like pensions, ISA’s, mutual funds and investment bonds. This allows our clients to focus upon enjoying life and spend little time worrying about money matters.
Our SME's can focus their energies on continuing to make their business a success, as we can save them time on matters financial and give them confidence knowing that someone has their interests at heart.
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IFS provide a comprehensive and professional service.
I would be happy to introduce any client to them.
Andrew Hasnip, Partner at the Wilkes Partnership -
Paul - IFS (Professional Connections) - has assisted me enormously with my pension arrangements, particularly over the past 12 months when I have needed quite specific advice and work carried out. I am always made to feel his most important client (even though I certainly am not!); speed and efficiency with a great attention to detail: a great combination in a Financial Adviser.
Paul Whitehouse Internet Marketing Professional -
Paul has advised me outstandingly since our first meeting in 2000. He has advised me on pensions in particular and even in the current economic climate has helped me to make the most of my portfolio. He has the ability to make sense of all the financial legalities and nuances and explain them to me in a way I totally understand! He works with integrity, humour and is totally trustworthy. I recommend Paul 100% for his advice, knowledge, personable approach and ability to really listen to his clients' needs and requests.
Liz Wilson Director, Facilitator, Coach & Author -
IFS (Professional Connections) have provided our practice and our clients with this security and they ensure that advice is tailored to their requirements. I would have no hesitation in recommending their services.
Mr I C Hanson FMAAT: Wallace Hanson Chartered Certified Accountants & Registered Auditors -
Reviewing and understanding ones portfolio is hard work on your own. With the support of IFS (Professional Connections) it was easy, and more enjoyable with someone you can trust to guide you through it.
Miss A I Carew-Cox Managing Director
Our Professional Partners
Our work with both our solicitor and accountant connections provides an extremely valuable extension to their core services. What we are able to do is provide both complimentary and supplementary services to help support and solidify our partners risk management & client care procedures.
In addition to this, we are building an excellent reputation for providing support services to other IFA’s, where either they may not have the appropriate skill set to deal with certain matters or are not authorised to transact work of a certain type.