IFBAG - Financial Planning Without Bias

 
HomeAbout UsHow we can helpMembersIFBAG PoliciesWeb Links


Financial Planning
 
 
 
Comprehensive and holistic advice and the most efficient ways and means of achieving your financial goals

  Typical Areas of Interest include:
  • Investments
  • Pensions
  • Life Insurance
  • Income Replacement Insurance
  • Estate Preservation - Inheritance Tax Planning
  • Debt Management
  • Corporate Pensions
  • Education Planning

A financial planner will take an overview of your circumstancs and with you derive a set of terms of reference for what you want to achieve. This may or may not involve the purchase of financial products. As this work is analytical and administrative, rather than product distributive, it is best remunerated by fees. If then a financial product os required it can be arranged on nil commission terms, which results in much better terms,

 
Ref
Description Financial Planning 

Return to  Help for Clients    
Home  About Us  How we can help  Members  IFBAG Policies  Web Links

Ipswich Fee Based Advisers Group - IFBAG
Sanderson House,  17-19 Museum Street,  Ipswich,   Suffolk,  IP1 1HE   United Kingdom
Tel: Contact a Member