Independent Financial Solutions
Member name: Matthew Sedgley
Website: www.ifsnet.co.uk
E-mail: matthew.sedgley@ifsnet.co.uk
Telephone: 01243 432430
Fax: 01243 376173
About Independent Financial Solutions
Making the right choice is very important and this is where Independent Financial Solutions can help. As Independent Financial Advisers we are able to offer advice on all areas of financial planning and, after listening to you and discussing your needs, we will research every company and product available before making a recommendation.
We have spent many years building long-term relationships with clients based on trust, mutual understanding and most importantly on the highest quality advice and service.
The process of successful financial planning and wealth management is an ongoing one. The most important aspect of our service is to regularly monitor, review and alter our clients’ portfolios whenever necessary.
We can offer clients a complete financial review to include mortgages, life assurance, investments, pensions and offshore tax planning.
How we work
We appreciate that every client will have different financial objectives and aspirations so we use the following approach with every client to ensure we deliver a consistently first class service:
- Carry out a thorough assessment of your current situation.
- Understand your needs, aims and objectives.
- Analyse your current financial position.
- Identify any shortfalls in your current financial provision.
- Propose and present our recommendations in a clear and concise manner.
- Implement your financial plan.
- Monitor and refine your plan regularly.
Whether you are investing for income or capital growth, seeking to mitigate inheritance tax, looking to protect your family, planning for retirement or looking for advice on any other financial matter, our experience and commitment to excellence provide greater reassurance in an uncertain world.
With offices in Portsmouth, Emsworth, Southampton and Chichester we are usually able to offer you an appointment with one of our advisers in an office close to your home or place of work. Alternatively we are able to visit you at your home or office.
