Financial Planning
IFG Services offer independent financial advice to individuals specifically designed around their individual circumstances.
We provide financial advice and wealth management services. Offering advice on retirement planning, wealth management, investments, equity release, mortgages, family protection, long term care and estate planning.
Wealth Management
Passing on wealth to your loved ones can often form a large part of an investment strategy.
With the right advice and careful financial planning we can minimise the tax payable and help you avoid making the taxman your largest beneficiary.
Retirement Planning
As you get closer to retirement, you'll need to consider your options carefully to make sure you make an informed decision on how to make best use of your savings in retirement.
When it comes to planning for retirement, there are lots of things to consider.
Welcome to
IFG Services
We are a close knit, family run business with a sharp focus on our clients. We take great care in building each one an individual profile encompassing all of their needs. We can do this because we take our time and get to know you.
Here at IFG Services we are all about "the person". A person-centered financial plan begins with you at the centre. Being client based and focused enables us to genuinely help make people’s lives better, which the whole team finds extremely rewarding.
We would be delighted to help guide you on your financial journey through the various stages of life to help you achieve your goals.
Contact usAccountancy services, with a particular focus on digital accountancy solutions
Our expertise is in cloud-based accounting systems, digital bookkeeping, real-time financial reporting, and the use of modern accounting technology to help businesses manage their finances more efficiently.
Let us support you with a fully digital approach to your accounting needs. Find out more »
What Our Clients Say
- “I would definitely recommend Lisa as a financial adviser , I wanted information to help me decide what to do with a small private pension. Lisa spent time going through my options and provided written information. Lisa was very patient and didn't mind going through things a couple of times.
I felt Lisa understood what I wanted, I felt relieved I had found her, as she gave me a couple of solutions that best fitted what I wanted. Lisa is very professional, friendly and has a lovely personal touch, checking in regularly and answering adhoc questions as we went along.You were a true find when I was overwhelmed and no idea what to do for the best.”
Rebecca James - “Following a recent loss I found the myself in need of sound and reasoned advice as to how to manage an inheritance. Lisa’s knowledge and pragmatic advice provided me with the clarity I needed to understand my options and make the right decisions when managing this legacy. Lisa is the consummate professional, tempering ill informed optimism with reasoned and underpinned plan which is routed in the the vast organisational experience she has to call on.
Uniquely, Lisa has taken into account not only my desire to manage the funds I find myself in possession of but to understand my motivations and my aspirations for the future, remaining flexible and adapting to changes in my plans. This patience and ongoing awareness separates Lisa from her peers. Then and now I place my faith in Lisa to guide me on my journey though the mysterious world of financial management.”
Michael Hough - “When my husband was diagnosed last year with a Terminal illness he asked Lisa to help organise his financial affairs and his Will. Lisa has dealt with it all in a professional manner but with a sensitivity of the situation.”
Hilary Clegg