Downloads

Private Client Service Proposition  – what you can expect on becoming a client of IQ.

The Advice Process – how it all works

IQ Client Agreement  – a copy of our Terms of Business document.

IQ Privacy Statement – how we handle your personal information.

10 Reasons to use a Financial Adviser – a document detailing some of the many benefits of using a financial planner.

Impact of the 2015 pension changes – a look at the changes to pensions announced in the recent budget and how they may affect you.

Your handy guide to safeguarding against rogue pension promoters – pension crime is on the increase, this guide shows you how to stay safe.

IQ RDR client guide – detailing the impact of the relevant changes on the advice profession following implementation of the Retail Distribution Review.


Newsletters

March/Apr 21
Jan/Feb 21

Nov/Dec 20
Sept/Oct 20
Jul/Aug 20
May/Jun 20
Mar/Apr 20
Jan/Feb 20
Nov/Dec 19
Sep/Oct 19
Jul/Aug 19
May/Jun 19
Mar/Apr 19
Jan/Feb 19

Nov/Dec 18
Sept/Oct 18
July/Aug 18
May/June 18
March/April 18
Jan/Feb 18

November 2017  
October 2015
June 2015
March 2015
December 2014
May 2014
February 2014
November 2013
August 2013

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your Wills and Trust requirements

Read more

 

Helping you through the maze

So why choose us over the guys next door?

Why us?