Independent Financial Solutions
PO10, Emsworth
(7)
PO10, Emsworth
(7)
Independent Financial Planner helping my clients build a financial plan for now and the future.
Expertise: Providing financial planning advice for pre and post retirement clients and business owners, pension planning, investment advice, inheritance tax mitigation, wills and estate planning.
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7 customer reviews
Michael Willis
Financial Advisors
Excellent service, they contacted me with no delay and sorted everything out for me.
They did everything that needed to be done and nothing was to much trouble.
Reply from Independent Financial Solutions
Thank you Mike for your feedback, I look forward to a long working relationship with you.
Ken young
Financial Advisors
Very pleased with ifs explained everything ln great detail in a Manor we could understand
Reply from Independent Financial Solutions
Thank you Ken, glad to be able to help.
john woodward
Wills and Estate Planning
Good fast service would recommend
Reply from Independent Financial Solutions
Thank you John for your kind feedback.
Vera
Wills and Estate Planning
Very professional and explained everything well.
Lyn
It was very easy and also straightforward. I could never have sorted all those little bits of pensions out on my own.
I would definitely recommend them if you have lots of pensions spread about due to outsourcing etc
Reply from Independent Financial Solutions
Thank you Lyn, look forward to our next planning meeting!
IAN WATTS
Excellent service and great communication throughout the process. I would highly recommend working with Active Wealth IFA Ltd
Reply from Independent Financial Solutions
Thank you Ian for your kind words.
Kay
Following my husband's recent retirement, we took up a free Pension Wise appointment (through the Citizens Advice service) which enabled us to devise a basic plan of how to take an income from our pensions and other investments prior to our State Pensions kicking in. We felt, however, that the expertise of an Independent Financial Adviser could bring some financial sophistication to our rather basic plan and so I found Kevin Cull of Active Wealth Management Ltd via the Money Advice Service website - and we're very glad we did. Kevin is professional, friendly and patient. He has taken time to understand our current situation, our financial aspirations, and our attitude to risk. He has provided recommendations for both our pensions and other investments, making the most of tax-efficient vehicles, and produced detailed reports explaining his recommendations. We have found his service to date to be so responsive and supportive that we have signed up to an ongoing review of our finances on an, at least, annual basis. Based on our experience to date, we would whole-heartedly recommend Kevin's and Active Wealth Management Ltd's services. In fact, it's made us realise that financial advisers aren't just for the super-rich and, had we consulted an IFA when we were much younger, we would likely be better off! More...
Reply from Independent Financial Solutions
Thank you Kay, really glad that we could help out and make a difference.
What do you love most about your job?
Meeting people, helping them with their financial decisions, ensuring their financial future is secure and that Wills & Estate Planning is in place.
What inspired you to start your own business?
Having worked in the Financial Services industry for over 25 years I felt it was the right time to branch out. My business partners have over 35 years experience in the industry!
In my previous role I had gone away from dealing with client's and missed that interaction.
Why should our clients choose you?
Choosing a financial partner is one of the most important decisions that a client may ever make.
I met a client recently and he was amazed at some of the simple steps we were able to put in place that made a huge difference to his financial position. We all have different skills and I would like to think mine can help people.
Can you provide your services online or remotely? If so, please add details.
Yes absolutely. We are able to have online meetings if face to face contact is not possible. All Will and Estate Planning can be done remotely as can the paperwork.
What changes have you made to keep your customers safe from Covid-19?
Made sure all of our forms are now digital, embraced technology further to ensure any meeting can now be done remotely.
Independent Financial Advice
Providing financial planning advice for pre and post retirement clients and business owners, pension planning, investment advice, inheritance tax mitigation, estate planning.
Wills and Estate Planning
