Independent Investment Associates Limited (IIA) is a leading independent chartered financial planning firm offering high quality unbiased financial planning advice to individuals and trustees. Welcome to our website, which explains about our services, the firm, our staff and our approach to financial planning.
Financial planning involves establishing your goals and working out what you want from life and how to plan your finances accordingly. We work closely with our clients and their other advisers, such as solicitors and accountants, to achieve this. Being transparently independent and privately owned allows us to focus completely on providing our clients with a truly personal service.
Financial planning involves establishing your goals and working out what you want from life and how to plan your finances accordingly. We work closely with our clients and their other advisers, such as solicitors and accountants, to achieve this. Being transparently independent and privately owned allows us to focus completely on providing our clients with a truly personal service.
Services
Founded in 2001, Independent Investment Associates Limited is a Chartered Financial Planning firm and specialises in the provision of comprehensive and truly independent investment and estate planning advice to private clients and trusts. As a firm we enjoy corporate Chartered Financial Planner status - one of only a few firms locally to do so.
Director of the company who is one of an elite group to be a Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner making him one of the most qualified financial planners in the country. Jason holds advanced qualifications in Personal Tax and Trust Planning, Investment Planning and Business Financial Planning.
Our objective is to be the firm of choice for those seeking high quality independent financial planning advice. We are a values driven company and aim to differentiate through a consistent client focused service proposition that is delivered smoothly by a professional, highly qualified, motivated and happy team.
We specialise in providing a full independent financial planning service to individuals and trusts with a view to maximising investment returns in the most tax efficient manner. We define a full financial planning service as providing advice across the spectrum of financial planning including pensions, protection, savings and investments (onshore and offshore), estate planning including lifetime cashflow planning and tax planning.
Tax efficiency is crucial and this relates to the three main forms of personal taxation being income, capital gains and inheritance. We assess what level of risk you are comfortable taking with your capital (if any) and potential returns and cater accordingly. Why take more risk than you need to?. Ensure your understanding of our recommendations by avoiding overcomplicated proposals and jargon.
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