Who We Work With

Who We Work With

We specialise in working with people who are saving towards their retirement, are approaching retirement, or have recently retired and need advice on pension related matters. Typically you will be between the ages of 45 and 70, will have existing pension funds in excess of £100,000, will understand the importance of money, the value of independent financial advice and the peace of mind that working with a trusted adviser can bring.

You may take an active interest in pension matters or alternatively, may have very little interest, but either way will enjoy the simplicity and freedom that comes with having your pension arrangements professionally managed and looked after. You are responsive to requests for information, return paperwork promptly and will enjoy being part of our Client Community.

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

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.