Group IFA

"Phil Rose and John Holt fully deserved to be awarded ISO 22222 certification. Through our dealings with Phil, John and their team it is clear that IFA Ltd is committed to providing a high quality service to their clients. They definitely deserve the recognition that this international standard brings."

“I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no hesitation in recommending his services.”

"Sovereign Employee Benefits have been providing pension administration and group risk services to our Company since 1999. They provided help and advice to us when we were looking to close our Defined Benefit Scheme and implemented the change to a Defined Contribution Scheme. Sovereign have always provided a professional, efficient and friendly service to our Company and also our employees. I would not hesitate to recommend Sovereign's services."

“Supporting an ever growing portfolio of high net worth clients, both commercial and personal, coupled with the very real complications of pension and trust planning it is imperative that we have the support of a team of truly competent and proactive advisors and practitioners.

The Pensions Partnership team deliver such a service for us and our clients continuously. The relationship which has been forged is so important to us”

"Paul Mullin at Pro Sport Wealth Management has a great number of personal attributes which are immediately apparent whenever you meet with him. His detailed experience and knowledge as a financial advisor are matched by his great interpersonal skills and honest approach. His willingness to go above and beyond for each of his clients’ means that I have no hesitation is recommending him to anyone else."

"We have been pleased to be associated with Sovereign Employee Benefits for a number of years now. They offer a personal, friendly and efficient service to our company and our staff and I have no hesitation in recommending them."

"I first met Peter Burton 20 years ago, when I transferred a SSAS to his custodianship.

Looking back, after the opening of the SASS, this was one of the best financial decisions I have ever made. Next would be the opening of a FURBs, for which Peter’s expertise delivered in time limited circumstances was invaluable.

Peter also provided invaluable tax planning advice when I sold my business in ‘98 and ably assisted by his staff, he has guided me through a minefield of regulation and compliance, the burden of which as everyone knows, has increased significantly over the past two decades.

Peter’s proactive input resulted in the successful morphing of my SSAS into a SIPP hours before the option to do so was curtailed by HMRC.

The admin functions provided for the management of my SIPP and FURBs have always been efficient and seamless and I believe I am fortunate to be able to say that in so far as my pension(s) are concerned, I have every confidence that “my back will be covered”, should I ever receive a mysterious knock on my door at 5 in the morning."

"Having managed Paul for ten years I had no doubts about his integrity and share many of his values in life. I was also aware of his background in financial services so I was more than happy to contact him when I was looking for advice. Paul came to see me and took the time to review my current circumstances and understand my future goals. He has recommended a solution that takes in to account my overall financial and personal situation. I am more than happy with his advice and I have even recommended him to other members of my family."

"When we emigrated, Peter Burton wouldn’t follow us to Australia, land of the big sharks. The metaphor contrasts with the nature of this true gentleman professional, who, we have found over many years thoroughly knows his stuff, and has been fully relied upon. Peter is no shark, but we still hope that one day we can persuade him to brave this ocean too, with an office 'down under'."

"I was first introduced to Malcolm and his team around 15 years ago and I was recommended to appoint him to run the General Instrument Benefit Scheme. We were then acquired by Motorola Europe and his team handled the integration and all matters relating to TUPE that were relevant to our staff benefits package. Our package included a Group Personal pension, Group Life assurance, Group Income Protection and Group Private Medical Cover. "

Throughout this time all matters have been handled in a professional and first class manner and his team’s knowledge have been invaluable.

"I would like to put on record that Peter Burton at the Pensions Partnership has handled my self-administered pension scheme since 1993 and in that time the scheme has involved including a commercial property with a residential element above, the inclusion of shares in associated companies and the further inclusion of another commercial property, all of which has been a learning curve to interpret the rules surrounding self-administered schemes, and I am beginning to wonder whether I should receive consultancy fees.

On a more serious note I would not hesitate to recommend Peter in the administration of small self-administered schemes, his professionalism over the years has been exemplary."

"We first appointed Sovereign Employee benefits over 20 years ago to set up and administer our group staff benefit scheme. They had detailed knowledge of the motor trade industry which was key to our needs.

Throughout this time their knowledge, communication and attention to detail has been invaluable to us. I would, without hesitation, recommend Sovereign to any business on the South Coast to use their expertise when setting up or reviewing their pension and benefit arrangements."

"We have worked with the team at Sovereign Employee Benefits since 2006 when they were appointed to administer our existing Defined Benefit Occupational Pension Scheme. Since our association with Sovereign began we have subsequently placed our Stakeholder Scheme and Group Death in Service Scheme with them. Sovereign's friendly staff have always provided a prompt and efficient service and I have no hesitation in recommending them for their knowledgeable and practical advice as well as all aspects of pensions administration."

" I have known Phil Rose for many years and I have always been impressed by the enthusiasm he has for his subject and his industry. There is no doubt that his energy and application are key factors in the success of his company. I know also that the experience he gained in the period he worked for 2 of the country’s very large financial companies gave him the confidence to expand IFA Ltd and that he has been very successful whilst maintaining the personal touch. His standards are high and it is clear that his qualities have transposed to his staff that are always helpful. However we all know there is more to it than that and it is evident from their ability to deal with queries fast and efficiently that Phil had the wisdom to invest properly in the right backroom procedures and systems to keep IFA ahead of the field.

Over the years Phil has provided valuable advice to my company Pennine Telecom Ltd on staff pensions , directors retirement planning, tax management and succession planning.

In the lead up to my retirement in 2003 IFA Ltd proved to be invaluable to the MBO team introducing Banks, Consultants, Lawyers and specialists who obtained grants for the new owners.

Since my retirement, IFA Ltd has managed my investment portfolio very successfully all the while providing detailed reports and maintaining performance and returns consistently out - performing the Market.

I have recommended Phil and IFA Ltd many times over the years because they are unquestionably very good at what they do but it was only now as I write this testimonial that it occurred that they are probably the best organisation I have ever dealt with for customer service. "