IFAs

We understand that many financial advisers are increasingly expected by their clients, to offer advice in the more contentious and complex areas of financial planning, such as Relationship Breakdown, Occupational Pension Transfers, Trustee Investment, Equity Release and Long term Care.

The IFAs with whom we work tell us that they haven’t the time to acquire the necessary specialist skills and qualifications and they feel that their time is better spent on other client work. We have therefore, for some years, been providing a consultancy service to national and individual IFAs across the UK.

We understand the importance of the IFA/client relationship and provide a ‘no cross selling’ agreement to ensure that you and your clients are protected.

The areas of expertise that we provide assistance with are:

• Pension Transfers (especially SIPP, SSAS and OPSSs)
• Retirement Options (including income drawdown and ASP)
• Pensions and Divorce
• Elderly Care
• Equity Release
• Trustee Investment (including Special Needs Trusts)
• Investment for Compensation Recipients
• Training Courses – Examination based and general issues such as pensions related matters

For more details of our specialist technical and training support services for IFAs please contact one of our Directors, as follows:

Clive Weir
Telephone: 01934 642222
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Andrew Brown
Telephone: 01823 286096
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Dave Robinson
Telephone: 01934 642222
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