Our Services

At IQ we offer a comprehensive range of financial services and are happy to work with you on a particular aspect of your situation or to consider all areas in creating you a complete financial plan.

We strongly believe that a lasting relationship with our clients dramatically improves their lives and therefore advocate working together over the long term. However for those clients who do not want or require this service we are able to provide ‘one-off’ advice at your request.

Following our initial advice, we like to maintain an ongoing relationship, believing that financial arrangements require continued assessment and review.

Our ongoing services are tailored to suit all budgets and provide different levels of contact, depending on your requirements.

  • Our Financial Advice Service provides low cost access to a Financial Planner and is typically suited to less complicated matters that do not require an annual review meeting.
  • Our Financial Planning Service offers you a more comprehensive relationship with annual face-to-face reviews of your arrangements with your Financial Planner.
  • Our IQ Premier Service is typically suited to clients with more complex circumstances and provides unlimited access to your Financial Planner alongside a range of value-added services.

We are more than happy to discuss your individual requirements with you in order to ensure that you get the level of service you require from us. Contact us for an initial chat.

 

 

 

Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?