INVESTMENT & FINANCIAL SOLUTIONS PARTNERSHIP LLP
A specialist investment and retirement service covering all of south Devon
Finding the best financial solutions for you The Partnership
Helen and Ian have worked together for a number of years and in 2011 they decided to pool their considerable experience by creating a Limited Liability Partnership (LLP) which is directly regulated by the Financial Services Authority. With premises in South and East Devon, clients are able to have face to face meetings to discuss their ﬁnancial plans. The partnership is ready to meet the challenges of the Retail Distribution Review next year and is committed to oﬀering fully independent advice on a fee basis.
Between the partners they have over 50 years' experience of providing independent ﬁnancial advice. This considerable experience enables them to help clients plan realistic ﬁnancial goals and to implement recommendations whilst responding to changes in the stockmarket and legislation. Both partners are required to keep their technical knowledge up-to-date regarding changes to investment markets, products and legislation.
Ready to meet new challenges
There are three levels of service. Firstly, our Asset Management Service, which is aimed at clients who want a comprehensive service covering all aspects of their ﬁnancial planning. Secondly, our Valuations Service, which is aimed at clients with existing investment portfolios and is designed to give them a consolidated over view and regular monitoring. Finally, a Transaction Service which is designed to provide one-oﬀ advice without on-going servicing.
Next year, the Retail Distribution Review (RDR) will introduce a number of changes. Firstly, charges will be clearer with independent ﬁnancial advisers arranging an agreed up-front charge instead of commission. Services will be clearer, only independent ﬁnancial advisers will be able to oﬀer whole of market advice whilst other advisers will have limitations. Your service will be more professional because independent advisers will have to meet higher standards of qualiﬁcations and on-going professional development.
4 Castle Circus House, 136 Union St, Torquay & Beech Royd, 6 Bennetts Hill, Sidmouth t. 0845
Investment & Financial Solutions Partnership LLP is authorised and regulated by the Financial Services Authority The Financial Services Authority does not regulate all forms of Estate Planning
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