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.


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November 2017  

October 2015

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December 2014

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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

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Helping you through the maze

So why choose us over the guys next door?

Why us?