I'm William George and I specialise in financial advice and pensions at IFSWM Ltd. We're recommended on a daily basis by Unbiased.co.uk who connect 60,000 people each month to local advisors like myself to help people invest and retire safely.
Here is an interview William gave on BBC Radio Scotland where he spoke with Fred MacAulay and Karen McKenzie about Cash and Investment ISAs.Listen to the BBC show here
If you need a guaranteed income with growth opportunity then read this...
Recently William was asked to start writing for the Dunfermline Press newspaper covering investing, mortgage advice and pension planning.Read more
William with Lord Provost of Fife, Jim Leishman and John Park (ex-MSP) with good news about their Dunfermline Fire Station project.Read more...
Make sure you get the fundamentals clear before making a move because you don't want to make a mistake which could mean you end up with less income when you retire.
The Chancellor announced important changes in his Autumn Statement if you are retiring soon....
Ensure you are not one of those who blows their pension under the new rules because you suddenly "feel rich."Check these 7 steps here to be sure...
Cliff Richard will obviously have no money concerns when he finally stops treading the boards and retires, but what about the rest of us?Read more
“A pragmatic advisor who takes the jargon out of investment planning. Bill reviewed my rather messy portfolio, guided me through a consolidation process and advised me on a range of investment options to control within a flexible SIPP package. Great advice, nice guy.”
“William (Bill) has proven to be a consistently trustworthy source of great and impartial financial advice.
He has a relaxed informal style and never tries to force anything onto clients which they are not comfortable with. I would recommend him wholeheartedly.
“We are delighted to have brought in the services of Billy (William) after a recent review of our companies situation.
He has given us sound and invaluable advice in areas such as Directors pensions, group pensions and business protection.
We look forward to developing our working relationship over the exciting times which lie ahead.”Read more...
In Oct 2013 alone £420 million was siphoned from pension savings by this clever scam. Don't let it happen to you.
IFSWM LTD is an Appointed Representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (www.fca.org.uk/register ) under reference 440703 and 440718. IFSWM LTD is entered on the FCA register under reference 726112.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
IFSWM LTD registered address: Scotia House Unit 5 Dickson Street, Dunfermline, Fife KY12 7SL. Registered Number: SC503161.
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