Welcome to Ian Harrison IFS Ltd

Hello, and welcome to the website of Ian Harrison an Independent Financial Adviser (also known as an IFA). The company was established in 1997 however I bring with me over 32 years of experience of providing clients with a financial review within the financial services industry. My specialities are investment advice, retirement planning and in addition I provide Independent Financial Advice protecting lifestyles comprehensively and competitively. Also provided is a pension transfer service via Gateway Specialist Advice Services. You can find me on unbiased.co.uk a non profit site which helps people contact their local independent financial adviser and you will also find me registered with the FSA, the financial regulator of the UK. There have been many changes over the years in the financial services industry, notably the FSA has set a new standard for financial advisers which they have to be ready for by 31 December 2012 and I am happy to inform you I was one of the first to be ‘RDR’ ready. Also in respect of the process through intense study I passed DipPFS via the Chartered Insurance Institute. This means you can have every confidence in my ability as an IFA, my professionalism and also by investing my spare time in preparation for 31 December 2012 I have shown great commitment to my clients.

I believe in the benefits of independent financial advice. I act completely on the behalf of the client and have the clients best interests at the heart of my advice. From you initially contacting me we will arrange an appointment and together we will complete a fact find. The fact find will assist in determining where I can assist, this will make sure taking from your personal circumstances, individual financial solutions can be researched and advised. From a broad spectrum of products I am able to tailor the advice directly to your needs and aspirations providing focused solutions which are not product driven. This leads into a long term proposition ensuring consistency with the financial advice provided.

I also aim to provide financial advice in a clear and transparent manner, cutting through the complexity to meticulously explain the options. When providing clients with a financial review and investment advice is sought together we move forward with a wealth management proposition based on trust and integrity and a belief in our lifetime relationship. As an IFA I assist you with wealth management decisions so you can concentrate on the other aspects of your life and I am confident you will be very satisfied with the investment advice provided.

My clients are located throughout the region, my travels take me from the Scottish Borders to South Yorkshire. I travel to their homes and provide a flexible appointment service which fits in perfectly with their routine. I allocate a generous amount of time to my clients which allows me to get to know them, their situation and also to answer questions they may have across the broad spectrum of financial advice, then to finish off we usually have a chit-chat finding out what we have all been up to over a lovely cup of tea.

Therefore we look forward to hearing from you and welcoming you as a valued client of Ian Harrison Independent Financial Services Ltd.