Whether you need advice on tax planning, investments, pensions, planning for long term care or reducing inheritance tax liability, we offer professional independent advice. Our qualified and experienced financial advisors can take care of all your requirements.
From helping you get the most from your investments and pensions and ensuring the level of risk you take is right for you, to protecting your estate for your children and putting the right plan in place should you need long term care, either by self-funding the cost or long-term care annuities, we provide solutions based on your individual requirements and based on years of experience advising clients.
From helping you get the most from your investments and pensions and ensuring the level of risk you take is right for you, to protecting your estate for your children and putting the right plan in place should you need long term care, either by self-funding the cost or long-term care annuities, we provide solutions based on your individual requirements and based on years of experience advising clients.
Services
Pensions can be a complex area, right from selecting the best one to build up your retirement funds to deciding how to draw income when you retire. At Ingard IFM, we can help to demystify every step of this process. We offer professional and clear advice on retirement schemes and the options that are available to provide you the income you want, and the features and flexibility you need.
At Ingard IFM, we can help you make the right investment choices for your target growth and/or income. Whether you're looking for advice on placing money into an investment for growth or income, or need help selecting the right funds for your existing investments get in touch with us.
At Ingard IFM, we can provide professional advice on the different investment vehicles that are right for you, including onshore and offshore bonds, ISAs, OEICs or unit trusts.We can also help you identify assets qualifying for Business Property Relief.
At Ingard IFM, we can provide professional advice on the different investment vehicles that are right for you, including onshore and offshore bonds, ISAs, OEICs or unit trusts.We can also help you identify assets qualifying for Business Property Relief.
Need expert consultation and assistance reducing the tax paid by your beneficiaries on your death? At Ingard IFM, we can provide a free consultation in the comfort of your own home or can arrange a meeting in a convenient location for you to outline your options. If you're looking for professional advice on various aspects of inheritance tax, feel free to contact us for a free no obligation consultation.
At Ingard IFM, we can advise you on how to fund the costs of long-term care and provide complete assistance on choosing the right way for you. Call us today. We offer free initial consultations at a location to suit you. We offer expert independent advice on ways to self-fund from assets or use long-term care annuities, and how to structure your assets so that they should not be so quickly depleted by care costs.
Reviews (4)
Trevor Rising
Mar 19, 2021
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I have been dealing with Bryan from Ingard IFA LLP for well over ten years, initially before and now after retirement. The investments to fund my pension have left me with a more than adequate income. It is always satisfying that the total sum of my pension pots seems to increase annually although I am taking an income from them. I have confidence that Bryan will always do his upmost to recommend what is best for me.
Whether you are still employed or retired, one of the most important financial considerations is the size and make-up of your old age pension. I have no worries on this score thanks
Whether you are still employed or retired, one of the most important financial considerations is the size and make-up of your old age pension. I have no worries on this score thanks
Dan H.
Mar 16, 2021
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My wife and I recently came to Bryan for his IFA services on the recommendation of neighbours who were very satisfied with what Bryan had done for them.
At the time we approached Bryan, we had a variety of pension funds and savings scattered across numerous providers. Approaching retirement the management of these and the options available to us were becoming quite confusing.
Bryan has been very helpful in helping us to consolidate our portfolio and to determine the best options for our investments.
in the short time we have been with him (7 months) the value of our funds has increased despite
At the time we approached Bryan, we had a variety of pension funds and savings scattered across numerous providers. Approaching retirement the management of these and the options available to us were becoming quite confusing.
Bryan has been very helpful in helping us to consolidate our portfolio and to determine the best options for our investments.
in the short time we have been with him (7 months) the value of our funds has increased despite
Neil Jackson
Mar 14, 2021
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I have always buried my head in the sand regarding financial advice, mainly because I don't really understand the subject. After having spoken at length to Bryan, who very kindly took the time to explain some of the jargon and the way things work, I can now see how well my funds are performing.
If I had any questions or concerns, which I did at first, Bryan was happy to explain the situation. As time went by, I was able to see that the decisions Bryan helped me make were surprisingly good ones especially considering the uncertainty created by the the corona crisis.
I now look forward to my annual
If I had any questions or concerns, which I did at first, Bryan was happy to explain the situation. As time went by, I was able to see that the decisions Bryan helped me make were surprisingly good ones especially considering the uncertainty created by the the corona crisis.
I now look forward to my annual
Helen King
Jun 10, 2018
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