About Us
Independent Financial Advisor Limited provides every client with a specialist team whose expert and experience advice is channelled through one highly qualified relationship manager, available where and when you need them with a detailed knowledge of your personal circumstances.
Understanding your needs and aspirations is important to us and crucial in the creation of your bespoke solutions which, for private individuals, will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for our corporate clients.
Our flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that for the majority of our clients we have provided services for them for over two decades, as we have managed their wealth at each stage of their lives.
Independent Financial Advisor Limited was the first North West business to be awarded the Corporate Chartered Status in recognition of professional excellence and is testament to our in-depth knowledge of the sector and the high level of service we provide. With fewer than 300 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. Our commitment to high standards is further demonstrated by our work to obtain the ISO 22222 for all advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the financial services industry.
Our managing director has also been awarded Money Management’s Retirement Planner of the Year 2011, beating of the top echelon of planners working in the high net worth arena.
Understanding your needs and aspirations is important to us and crucial in the creation of your bespoke solutions which, for private individuals, will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for our corporate clients.
Our flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that for the majority of our clients we have provided services for them for over two decades, as we have managed their wealth at each stage of their lives.
Independent Financial Advisor Limited was the first North West business to be awarded the Corporate Chartered Status in recognition of professional excellence and is testament to our in-depth knowledge of the sector and the high level of service we provide. With fewer than 300 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. Our commitment to high standards is further demonstrated by our work to obtain the ISO 22222 for all advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the financial services industry.
Our managing director has also been awarded Money Management’s Retirement Planner of the Year 2011, beating of the top echelon of planners working in the high net worth arena.
At Sovereign we have built our client base and reputation by providing a valuable service to the small to medium employer market, offering pension and employee benefit schemes with a difference: – and that difference is enhanced communication. We provide the right level of engagement and information to members of these schemes to allow them to make informed decisions, without overloading them with jargon. This dedicated and personal service is something we pride ourselves on, and something we believe underpins our success and has stood us in good stead for 28 years.
We specialise in working with mid-market sized organisations who generally do not have a dedicated pensions or benefits manager. From experience, we have discovered that this market appears to be receiving a diminishing level of personal service from the larger consultancy firms.
Our role is to take from our clients the burden of the day-to-day running of these schemes whilst being fully accountable for everything we do in the name and interests of both the company and member’s name.
This isn’t a responsibility we take lightly and without good knowledge - we have been providing group benefit-related services for schemes since 1984, and in 1995, we launched our offering of administration services on a self-administered basis, encompassing accounting and actuarial services via trusted partners.
Individual engagement and communication is central to our service, and the reason employers appoint Sovereign to help them secure the financial future of both the company and its employees.
We specialise in working with mid-market sized organisations who generally do not have a dedicated pensions or benefits manager. From experience, we have discovered that this market appears to be receiving a diminishing level of personal service from the larger consultancy firms.
Our role is to take from our clients the burden of the day-to-day running of these schemes whilst being fully accountable for everything we do in the name and interests of both the company and member’s name.
This isn’t a responsibility we take lightly and without good knowledge - we have been providing group benefit-related services for schemes since 1984, and in 1995, we launched our offering of administration services on a self-administered basis, encompassing accounting and actuarial services via trusted partners.
Individual engagement and communication is central to our service, and the reason employers appoint Sovereign to help them secure the financial future of both the company and its employees.
The Pensions Partnership LLP is a niche independent provider of trusteeship and administration services for both Small Self-Administered Schemes (SSASs) and Self-Invested Personal Pensions (SIPPs). It was formed in early 2011 to acquire the existing business that had been developed through Church House Investments Ltd since June 2006. We have a highly-regarded and proven track record of experience at the top end of the market, providing a quality service to our clients, who in the majority are High Net Worth individuals who are Shareholding Directors of Family Businesses or Partners in Professional Practices.
Our philosophy is proactive problem solving, and we work conscientiously with our clients and their professional advisers to find practical, tax-efficient and cost-effective solutions to develop and maintain a retirement strategy for each client’s bespoke requirements. As part of this, we believe in depth rather than breadth and clarity about what we offer and how we deliver it. Our client relationships are based on trust – we invest heavily in the relationships with clients and their advisers to ensure the highest levels of service and the best solutions.
Our pedigree is second-to-none - with combined SSAS experience in excess of 55 years [SIPPs only started in 1995!], our aim at the very least is to be on the curve and wherever possible to keep ahead of it. The consultancy is authorised and regulated by the Financial Services Authority, Partner-led by Peter Burton and Joanne Linley and is totally fee based.
Peter and Joanne have worked together with Tricia Robinson for more than 12 years in the ‘small schemes’ market place. They came together to join Church House Investments Ltd to follow the philosophy that is now being continued and developed by The Pensions Partnership LLP.
Our philosophy is proactive problem solving, and we work conscientiously with our clients and their professional advisers to find practical, tax-efficient and cost-effective solutions to develop and maintain a retirement strategy for each client’s bespoke requirements. As part of this, we believe in depth rather than breadth and clarity about what we offer and how we deliver it. Our client relationships are based on trust – we invest heavily in the relationships with clients and their advisers to ensure the highest levels of service and the best solutions.
Our pedigree is second-to-none - with combined SSAS experience in excess of 55 years [SIPPs only started in 1995!], our aim at the very least is to be on the curve and wherever possible to keep ahead of it. The consultancy is authorised and regulated by the Financial Services Authority, Partner-led by Peter Burton and Joanne Linley and is totally fee based.
Peter and Joanne have worked together with Tricia Robinson for more than 12 years in the ‘small schemes’ market place. They came together to join Church House Investments Ltd to follow the philosophy that is now being continued and developed by The Pensions Partnership LLP.
IFA North is the Leeds-based wealth management division of group IFA, which manages more than £650 million of clients assets. It provides every client with a specialist team whose expertise is channeled through one highly qualified relationship manager, available where and when you need them with a detailed knowledge of your personal circumstances.
Understanding your needs and aspirations is important to IFA North, and crucial in the creation of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for our corporate clients.
Understanding your needs and aspirations is important to IFA Notth, and crucial in the development of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for corporate clients.
IFA North's flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that the majority of clients for whom the company provides services have been clients for more than two decades, and has had their wealth managed by the company at each life stage.
A real passion for pension planning is held within the Leeds office, with more than 100 years of combined pension specialist advice, and a real 'can do' attitude.
Both advisers based in the Leeds office hold the highest industry qualification - Adam being a fellow of the Institute of Insurance with less than 150 people holding this qualification, and he is IMI Securities representative. Phil holds the Chartered Institute of Insurance, ISO 22222 and has recently been awarded the coveted Money Management Retirement Planner of the Year 2011. These awards are the highest that can be awarded to individuals within the financial services industry.
Understanding your needs and aspirations is important to IFA North, and crucial in the creation of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for our corporate clients.
Understanding your needs and aspirations is important to IFA Notth, and crucial in the development of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for corporate clients.
IFA North's flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that the majority of clients for whom the company provides services have been clients for more than two decades, and has had their wealth managed by the company at each life stage.
A real passion for pension planning is held within the Leeds office, with more than 100 years of combined pension specialist advice, and a real 'can do' attitude.
Both advisers based in the Leeds office hold the highest industry qualification - Adam being a fellow of the Institute of Insurance with less than 150 people holding this qualification, and he is IMI Securities representative. Phil holds the Chartered Institute of Insurance, ISO 22222 and has recently been awarded the coveted Money Management Retirement Planner of the Year 2011. These awards are the highest that can be awarded to individuals within the financial services industry.
IFA South covers the southern region of the wealth management division of group IFA, which manages more than £650 million of clients assets. It provides every client with a specialist team whose expertise is channelled through one highly qualified relationship manager, available where and when you need them with a detailed knowledge of your personal circumstances.
Understanding your needs and aspirations is important to IFA South, and crucial in the development of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for corporate clients.
IFA South's flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that the majority of clients for whom the company provides services have been clients for more than two decades, and has had their wealth managed by the company at each life stage.
IFA South has recently been awarded The Corporate Chartered status, awarded in recognition of professional excellence, and is testament to the company's in-depth knowledge of the sector and the high level of service provided. With fewer than 300 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. This commitment to high standards is further demonstrated by the company's work to obtain the ISO 22222 for all advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the financial services industry.
IFA South managing partner was also awarded money management retirement planner of the year 2011, beating of the top echelon of planners working in the high net worth arena.
Understanding your needs and aspirations is important to IFA South, and crucial in the development of your bespoke solutions, which for private individuals will include wealth management services such as cash flow forecasting, tax strategies, trust and will planning, fund administration, investment management, employee administration and special purpose solution for corporate clients.
IFA South's flexible and holistic approach, coupled with the breadth of services offered within the group, has ensured that the majority of clients for whom the company provides services have been clients for more than two decades, and has had their wealth managed by the company at each life stage.
IFA South has recently been awarded The Corporate Chartered status, awarded in recognition of professional excellence, and is testament to the company's in-depth knowledge of the sector and the high level of service provided. With fewer than 300 firms nationwide being awarded this accolade, it remains an exclusive and valuable distinction. This commitment to high standards is further demonstrated by the company's work to obtain the ISO 22222 for all advisory staff. These awards are the highest that can be awarded to both businesses and individuals within the financial services industry.
IFA South managing partner was also awarded money management retirement planner of the year 2011, beating of the top echelon of planners working in the high net worth arena.
Pro Sport Wealth Management LLP offers a professional proposition for clients in the sporting domain - providing discreet financial advice to high profile sports professionals. We offer a transparent advisory service delivered by an organisation with both Chartered Financial Planning status and extensive sports acumen.
Co-founded by Phillip Rose and Gareth Griffiths, Pro Sport Wealth Management LLP is a specialist sporting division of Independent Financial Advisor Limited. We work closely with independent specialists and have built a growing network of carefully selected and trusted advisers with whom we can offer the appropriate advice and service - adding value for every client.
Pro Sport Wealth Management LLP has recently been awarded the Corporate Chartered status, which reinforces our commitment to the highest standards of knowledge, behaviour and service to both staff and clients. Being awarded this status not only recognises our professionalism in the financial advice sector, but also delivers a range of benefits to holders and clients alike.
Co-founded by Phillip Rose and Gareth Griffiths, Pro Sport Wealth Management LLP is a specialist sporting division of Independent Financial Advisor Limited. We work closely with independent specialists and have built a growing network of carefully selected and trusted advisers with whom we can offer the appropriate advice and service - adding value for every client.
Pro Sport Wealth Management LLP has recently been awarded the Corporate Chartered status, which reinforces our commitment to the highest standards of knowledge, behaviour and service to both staff and clients. Being awarded this status not only recognises our professionalism in the financial advice sector, but also delivers a range of benefits to holders and clients alike.