IFS Wealth Management

IFS Wealth Management – Pension Transfers, Financial Advice Scotland

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.

Fill out the form below to get in touch with William…


Investment and Tax

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate advice on tax planning.

Call William…

Free from a landline: 0800 321 3508

Or click to call to his mobile : 07803 508187

Financial Advice

William on BBC Radio

Here is an interview William gave on BBC Radio Scotland where he
spoke with Fred MacAulay and Karen McKenzie about Cash
and Investment ISA’s


Listen to the BBC show here

MP3 and PDF Financial Guides

Testimonials

"I have introduced many clients of mine to Billy as I have complete trust in his professional ability." Tom Queen, Solicitor - Thomas Queen & Co. Dunfermline, Fife.

Read more...

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Dates and Times

NOTE: I have been writing articles here since 2007 so please take note the date of the article, because obviously, things like laws or tax allowances etc may have changed since then.

I do try my best to keep up to date, but I'm only an humble advisor and there are hundreds of my financial articles here! Please call or email if you need to double check something. I'll gladly help.