Pension Seminar Booking Form

admin — Tue, 28 Jun 2011 13:19:29 +0000

To book a place on our free pensions update seminar, please fill out the contact form below or call us on 01302 721633.

Date: 21/07/2011

Location:
Castle Park Rugby Club
Armthorpe Road
Doncaster
DN2 5QB

Time:
10.30 Tea/Coffee
11.00 Presentation
12.15 Buffet Lunch

Phil & Jeanette

admin — Mon, 27 Jun 2011 11:48:38 +0000

Like most people in my age bracket of circa 45, my financial circumstances have been both complex and changeable. Independent Financial Solutions (Doncaster) Ltd have provided consistently good advice and guidance. The world changes at an amazing rate, financial regulations are also complex for mere mortals to understand let alone use and the financial institutions continually flex their products and offer special offers. I have used IFS since 2004 and found their advice, guidance and execution of tasks to be excellent. The services I have used range from the simple to the very complex.

With an elderly family member with an estate and requiring income for a care-home a very careful plan was required. IFS provided an appropriate investment plan to provide growth and income to match the Trustees requirements. Wrapping this investment in a Trust provided exactly the right solution.

How many times has a Financial Institution phoned my house to sell a product and then run for the hills …. well never again!

K Dobson

admin — Mon, 27 Jun 2011 11:48:08 +0000

IFS has provided an excellent financial service to both myself and to colleagues. Their knowledge of all aspects of financial dealings is extensive and they try their utmost to provide you with the help and support you require in what can sometimes be a financial minefield. I would have no hesitation in recommending their services

Chris Rodgers

admin — Mon, 27 Jun 2011 11:47:33 +0000

We have consulted IFS for approximately 8 years. During which they have helped with our financial planning towards our retirement, this included rearranging pensions, restructuring our wills and advice on inheritance situations, amongst other advice. We can highly recommend them. Since our retirement they have handled our investments, to which end we are extremely pleased

Mrs J Brogden

admin — Mon, 27 Jun 2011 11:47:06 +0000

Having recently divorced, I was on my own for the first time in my life and sorting out my finances was daunting. I sought the advice of IFS and with thoughtful and caring advice they steered me towards a comfortable and prosperous standard of living with considered investment advice.

B Hopkinson

admin — Mon, 27 Jun 2011 11:46:29 +0000

IFS (Doncaster) Ltd have been my financial advisers since 2002. I cannot fault them in any way both on a personal and professional level. In all the time I have known them, they always go that extra-mile and nothing is too much trouble. I have also always found everyone at IFS to be professional, friendly and extremely helpful.

G C Stevens

admin — Mon, 27 Jun 2011 11:45:58 +0000

I have found the advice on Inheritance Tax and Will Planning invaluable, as my husband died suddenly after only months of the new will and inheritance planning had taken place. Not only did I have the peace of mind that with the competent planning tax would not have to be paid on my death, but that all my affairs were in the competent hands of IFS (Doncaster) Ltd. Assurance and advice was given to me so that I could deal with the probate and pressing matters that occur after a sudden death.

I would recommend IFS who are outstanding for reliable advice and support, which is immeasurable when your husband or partner has died and you have pressing financial matters to sort out.

Mr & Mrs K Warrington

admin — Mon, 27 Jun 2011 11:45:14 +0000

We are both very satisfied customers of IFS and have found their help and advice invaluable.

Mrs N Stansfield

admin — Mon, 27 Jun 2011 11:44:42 +0000

Dealing with IFS is like talking to a valued and trusted friend who guides you the right way. If you need advice or a problem sorting, IFS will show you your options, and you always feel confident with any decision you make

Mr & Mrs D Stubbs

admin — Mon, 27 Jun 2011 11:44:00 +0000

We have always found the service provided by IFS to be professional and efficient, with assistance and advice always given in a balanced and easy to understand manner. This contrasts very pleasantly with other agencies we have experienced, who have frequently adopted hard sell approaches and other counter-productive tactics.