At IFS we will always aim to deliver a fantastic service to you.
When you choose us, as your planners and independent financial advisers, you will work closely with one of our financial planning professionals and be assured of superb support from our administration team.
Our Financial Planners:
Between the two of us our work spans across all aspects of financial planning – be it personal or business related.
Paul is one of very small number of IFA’s who are Chartered Financial Planners and hold a Certified Financial Planner licence. Additionally, Paul has has been accredited by Resolution as specialist on financial planning matters related to divorce.
Gavin holds advanced qualifications in taxation & trusts and pensions and in addition holds an Association of Taxation qualification.
As an appointed auditor for The IFS Group, Paul has a thorough understanding of risk management, compliance and regulatory issues.
Both Paul & Gavin are keen followers of many sports in particular football.
Paul is a very keen golfer – and is regularly being reminded that his handicap masks his ability: the term “Bandit” has been known to be used !!
Our Administrators:
We are blessed at IFS to have two excellent support staff in Catherine & Lorraine.
Both deliver exceptional support and service and you’ll find that they do this in an extremely friendly manner.