Independent Financial Services & Wealth Management (IFSWM) are Independent Financial Advisers (IFA’s) who work for you. Being independent means we are whole of market, totally independent IFA’s so can provide you with the best products available.
Our offices are based in Havant where we can arrange a meeting with one of our advisers. Alternatively our advisers are able to travel to meet in the comfort of your own home, or at your place of work if you prefer.
The qualified team at Independent Financial Services have over 60 years of combined experience in the financial services industry.
We offer pension planning to suit your needs and requirements whether you wish to start up your first pension or review your existing arrangements to ensure that they are in line with your requirements.
We can advise on all types of pensions including:
We aim to offer you a diverse and flexible approach to pension planning.
We can provide a full Investment planning & review service, whether it be utilising your NISA allowances each year or creating a portfolio of investments that works for you, our advice is tailored to your specific needs and requirements.
We can provide a full assessment of your current requirements and access to our portfolio managers 5 risk related fund portfolios. From a cautious to an adventurous growth portfolio we will match the correct portfolio to your needs. These portfolios are reviewed and rebalanced quarterly always taking into account your current attitude to risk.
Please note that past performance is not a guide to future returns and you may not receive the original capital invested.
Providing peace of mind in the event of lost income, contraction of a critical illness or death, insuring you and your family for every eventuality.
We can provide information and advice on the following protection plans:
Mortgages and Finance
Whether you’re thinking of moving, buying your first home, wishing to remortgage as your current deal has come to an end or you are looking for a buy to let investment property* we have the professional research tools, which are updated daily to find you the best and most competitive rates.
We have a wealth of experience and expertise in the mortgage market so you can rest assured that you are in the best possible hands; we will be with you every step of the way.
*The majority of Buy To let mortgages are not regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Independent Financial Services and Wealth Management could charge different level of fees depending on circumstances.