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 new 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

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?