IPSL Ongoing Services™

Fact Sheet – IPSL Ongoing Services™

IPSL Ongoing Services™ are designed to help you meet with your specific objectives and provide a comprehensive range of ongoing support, monitoring, advice and professional oversight. The following services are included:

  • An annual review of the recommendations made, the way in which your Assets under Advice “AuA” are invested and recommendations on any changes that may be required
  • A revised set of recommendations for you upon request, for example should your circumstances change, if you wish to add or withdraw from your AuA, or if you wish to make other changes to the way in which your assets are invested
  • Regular access to the IPSL team over the course of the year should you have any questions about the way in which your AuA are invested, the impact of regulatory or taxation changes etc
  • Ongoing professional oversight of investment strategies, platform and wrapper facilities
  • Access to our online Client Website “Enable”, keeping you up to date and providing access to:
    › Portfolio Valuation and Breakdown
    › Individual Wrapped and Unwrapped Holdings valuations and data
    › Underlying fund holding information
    › Net Worth Statements and reports
    › Holdings Schedules and reports
    › Tax Tables
    › Library (Document storage area)

In addition to the above you will also receive regular Market Commentaries, email updates and Newsletters.

You may opt out of IPSL Ongoing Services™ at any time. On opting out any and all benefits as listed above will cease immediately and it may be necessary for you to remove investments from the recommended platform and Investment Strategy.

What we do

Getting the right financial advice at the right time can literally change people’s lives. This is what our business is about.

Who we work with

We specialise in working with people who are saving towards their retirement, are approaching retirement, or have recently retired.

IPSL Services

In some circumstances, more than one service or a combination of services may be appropriate.

News

We are constantly monitoring the market to ensure we are up to date with all relevant trends. See what's new here.

The IPSL Client Journey

You are at the centre of our process. We provide a face to face or remote service, depending on your needs and location. As independent financial advisers authorised and regulated by the Financial Conduct Authority, we provide specialist advice that will always have your best interests at heart. We only use UK based solutions.

What our clients say

“I could not have got any better service with anyone else. Samantha was faultless in the service she provided to me”

T. Brown

“All info was explained well including all possible options. Would recommend you to others with no risk to my own reputation”

J. Flegg

 

“Everything that I required was dealt with promptly and very efficiently by all persons who I dealt with. I cannot thank them enough. NOBODY DOES IT BETTER”

L.Bohler

“Taken through the whole process, explained everything all the way through, very pleased with outcome. Excellent service."

R. Bennett

“Everything was thoroughly explained. Was kept fully informed all the way through the process”

G. Cook