Your journey to financial wellbeing
What makes us different?
We are pensions and retirement specialists.
Our wealth of experience and knowledge of financial planning means that our advice is tailored towards your long-term goals. We understand that sound financial advice means giving clients access to the options that best suit their needs, both now and in the future.
Our process
Our way of working is both comprehensive and transparent. In the discovery stage, we’ll get to know you and your financial situation. This will enable us to gain a clear understanding of your long-term aims. From here, we can then produce an investment proposal outlining how we’ll work together. The dedicated team here at iPensions Wealth, including your adviser and our client services team, will help you open accounts and transition assets according to the plan as well as review your current portfolio.
Dedicated client portal
Combing the latest analytical technology with our expert knowledge, we help you understand your current financial position and how to get to where you want to be in the future.
Secure portal
Lengthy paperwork and in-person fact-finds are a thing of the past with our secure online portal. Remotely access your account and provide the information we need securely.
Cashflow planning
Combing the latest analytical technology with our expert knowledge, we help you understand your current financial position and how to get to where you want to be in the future.
A safe pair of hands
We are proud to be an Associate Firm of the Professional Finance Society (PFS) and members of the Financial Vulnerability Charter. This aligns iPensions Wealth with the largest professional body for the financial planning sector and highlights our ongoing commitment to good safeguarding and advice practice.
We voluntarily demonstrate the adoption of the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart.
The Financial Vulnerability charter promotes greater understanding, encourage appropriate behaviours, and establish good practice in respect of consumer vulnerability.
Contact us
Want to find out more about how iPensions Wealth could help you? Contact our team of experts today.