Personal Financial Services

 

The core of our business is the provision of personal face to face advice to both individuals and businesses alike.

We have over 250 years combined experience which we bring together and utilise to make sure every single one of our clients has their own concerns and ambitions heard. There isn’t an “off the shelf” solution, and we will use our experience to find the correct outcome for each individual.

Best advice is the key and we match that with our continued service. This drives the trust and lasting relationships we have with our clients.

 

Retirement Planning

 

Whether you are just starting out with your pension planning or you are approaching retirement, it is important to receive expert and professional advice.

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Life Assurance / Income Protection

 

Protection can remove financial headaches and unnecessary burdens when unexpected events arise, leaving you or your family able to deal with more important things.

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Invesment/Savings

 

Whether you are investing with specific goals in mind or want to grow an existing portfolio, IDS Financial Services can offer professional help. If you have a large amount of cash from a redundancy payout or a retirement lump sum but do not know where to start, we can help.

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Mortgages

 

Your mortgage is possibly the biggest and most costly personal financial commitment that you will make. It makes sense that you get the right mortgage advice for your needs.

Your home may be repossessed if you do not keep up repayments on your mortgage

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Inheritance Tax Planning

 

Effective Inheritance Tax planning could save your family thousands of pounds.

Most people spend their lifetime trying to accumulate wealth and assets to take care of themselves in their old age. They also want to be able to pass on that wealth to family and loved ones when they die.

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