Independent financial advisers to individuals & businesses | Bradford, Yorkshire, United Kingdom
Planning your retirement? _ We all know planning your pension is important and you need to do it. But it can seem complex and frustrating, particularly as the rules and the products keep changing.
We can show you all the options and advise you on your best plan of action....
What we think about IHT
Multiple Services - One Standard
We offer financial advice on a wide range of investment vehicles and financial planning including; Wealth Management, Corporate Pensions, Personal Pensions, Retirement Planning, Corporate and Personal Protection, Corporate and Personal Tax Planning.
Wealth management:
A balanced approach _ We have been looking after clients’ money for nearly 40 years and now have over a third of a billion pounds worth of funds under our management, spread over a wide range of products...
Corporate solutions:
the big picture _
We look at the bigger picture. We take into
account other sources of wealth which will have a major bearing on your affairs...
Who is watching your
Pension? _
It’s a new and exciting service we offer.
We treat your pension just like a variable rate savings account, keeping you up to date on a regular basis. Simple, efficient and effective...
Pensions & SIPPs:
clear as mud? _
Pensions nowadays seem to be getting more complicated. We bring clarity to the situation. You won’t need an accountancy degree to understand how your pensions work...
Appointment
01.05.09
Operations Director _ Michael Wall has been appointed as Operations Director. Mchael has many years experience in the financial sector...
Golf Day
20.08.09
Shipley Golf Club _ Another highly successful client event. The weather held out, and it turned out to be quite a tight competition...
Communique
29.11.09
Aftershock: dealing with a new world _ The events of 2008/09 have been incredible, sending shockwaves around the world...
Authorised and Regulated by the Financial Services Authority
