Smith Cooper IFS is a UK based Independent Financial Solutions providers, with over £280 million under advice and management – and growing.
For our private clients we provide financial solutions for effective tax planning, wealth management, inheritance tax, estate planning and investments. For our corporate clients, services encompass the fields of occupational pensions, trusts and charities, corporate projects and corporate risk protection.
A far-sighted understanding.
“The relationship I have with Smith Cooper IFS goes beyond simply what products are available. Their in-depth approach led to an investment portfolio that I wouldn’t have achieved had I gone elsewhere”
Through our three stage consultation and risk analysis process we build a financial profile that determines not what’s available in the market place but what is best for your individual goals, needs, aspirations and risk tolerance.
Using a system called Strategic Asset Allocation we’ll then diversify your investments over a broad spread of economic and market sectors enabling you to get the most from your potential returns.
With all of this built into a long-term Regular Service Agreement we’re able to provide a far-sighted, holistic approach to financial planning that not only works best for you now but far into the future.
Truly independent advice.
At all stages of the process, we remain focused on your specific objectives and, because we’re not a bank or insurance company, our advice remains truly impartial, independent and free from institutional bias and restriction.
Over time we have built strong relationships with asset managers, accountants and legal professionals, enabling us to draw on the widest range of industry expertise to enhance the advice we give to you.
Dedicated, experienced support.
Our Independent Financial Advisers each bring with them considerable financial services experience and are specialists in the unique requirements of high net worth clients.
We also have a full team of support staff that gives invaluable back-up to our Independent Financial Advisers, ensuring we can provide you with the most technically astute, detailed, impartial and comprehensive financial advice.
Smith Cooper Accountants.
Smith Cooper IFS is a group company of Smith Cooper Accountants, a leading provider of award winning accountancy and advice services for business.
Should you require Smith Cooper Accountants services in addition to those provided by Smith Cooper IFS we’ll be more than delighted to make your introduction.