Many of our clients have been with us for 20 years (or more, in some cases!). Throughout this time, we have developed many great and financially productive friendships, often advising many generations of the same family.
ICF Financial Services Ltd offers advice to both individuals and corporate bodies on a wide range of financial services including:
Vision, strategy, adaptability and discipline, are the four crucial elements in establishing a financial plan.
ICF Financial Services Ltd’s extensive experience in the areas of financial planning and wealth management enable them to provide each client with a bespoke financial planning strategy.
At the heart of our client proposition is the development of long-term relationships with our customers. You will normally deal with the same adviser throughout your relationship with the firm and continuity is a highly held value within the firm.
We provide our clients with regular communications throughout the year and maintain personal contact at the requested level – ie: we will agree the format and regularity of your reviews with you.
We find that most of our clients opt for annual reviews: these meetings provide the opportunity for us to recommend and implement any adjustments required along the way to take into account any changes in outlook or strategy.
We believe that ongoing and regular reviews of plans (with an investment element) are a vital part of the overall advice process as they help us to ensure that the performance of your investments is constantly monitored and to help keep your objectives in view.
In a world of increasingly tight budgets and margins, ICF can provide business owners with valuable corporate financial planning advice in addition to looking after their own personal financial affairs.
We will work with you and your firm to arrange a simple, well-organised, headache-free package of benefits for you.
Whether it’s just simply a case of reviewing, strengthening or streamlining your existing requirements or introducing a whole new set of employee benefits, we are confident that you will find value in a relationship with one of our corporate advisers.
Working with ICF Financial Services means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
In short, we can help ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected. We have the expertise, in-house, to help business owners develop a robust financial planning strategy that includes provision for retirement income right through to protecting the business in the event of the death or serious illness of one of its key staff or directors.
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