IFS Wealth Management Ltd are well positioned to serve clients in Scotland and the north although many IFS Wealth Management advisers regularly service clients in all parts of the UK, via today’s modern communication and travel networks. William George is a part of IFS Wealth Management Ltd Scottish branch and serves as an Financial Advisor with them.
The ethics of IFS Wealth Management Ltd embody the Best Practises below…
THE VALUE OF IFS WEALTH MANAGEMENT LTD
- Each individual is unique and worthy of full respect as such.
- It is the Financial Advisers role to respect, facilitate and nurture each clients unique vision of financial security and independence.
- Financial advice should be fully impartial.
- Transparency and full disclosure at every stage in the process is integral to establishing lasting communications built on trust.
- It is logical and fair to expect reasonable and honest remuneration for high quality Financial Advice and our preferred solution is fee based or by ongoing retainer. This allows us to make ethical recommendations in all transparency unbiased by considerations of financial gain.
- It is fair and reasonable to inform clients of all fees well in advance of any business being conducted allowing unbiased ‘free and fair’ decisions to be made by them as to whether they wish to proceed in relationship with us or not.
- Although we proactively use modern IT services and specialist financial software we believe this should compliment and enhance face to face impartial advice from your trusted adviser.
- Good financial advice succeeds best as a long term endeavour. Therefore creating a mutually rewarding ongoing relationship between Financial Adviser and client is key.This can only be built on the basis of real trust and respect.
LEADERSHIP & STRENGTH
The principals / directors of the company have been directly involved in the financial services industry since 1987 and provide regular support, training and advice to their team of twenty five qualified advisers. Both branches also employ further in house administrative support teams to facilitate fast, accurate case processing for every client.
IFS Wealth Management Ltd is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.
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