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.