• Home
  • Who We Are
    • About us
    • Terms of Business
    • Testimonials
    • Privacy Statement
    • Complaints Procedure
  • Areas of Advice
    • Wealth Management
    • Pensions & Retirement
    • Investments
      • Ethical Investing
    • Family Protection
    • Mortgages
    • Long Term Care
    • Wills and Trusts
    • Tax & Estate Planning
    • Accountancy and Book Keeping
  • How We Work
  • Client Area
    • Lifestyle Planner
    • Tax Tables
    • Calculators
    • Financial Links
    • Latest Savings Rates
  • Contact us

Terms of Business

Terms of Business

Our Client Agreement and information about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

This will normally take place at the first meeting.

Frederick Walters t/a IFG Services is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk).
Financial Services Register No: 714664.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.


Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk

07891 059861

ifgservs@gmail.com

5 Lumb Cottages,
Ramsbottom,
Lancashire, BL0 0QS