Key Facts About Ian Harrison Independent Financial Services Ltd

• Providing professional independent investment advice and guidance since 1997.

• An approachable wealth management company, firmly established with numerous satisfied clients and has a loyal client base.

• Our firm is dedicated to advising people approaching, entering and throughout retirement.

• Appeared on BBC Local Radio – a company you can trust implicitly.

• Our objective is to provide an excellent service at implementation of the financial plan as well as providing an outstanding ongoing service providing annual reviews ‘face to face.’

• Our aim is to ensure people can benefit from tax efficient investments.

• We are open for business for people who need quality affordable financial planning.

• Efficient, reliable friendly service and helpful advice.

• Flexible appointments.

• Home visits.

• Daytime-evening.

• Very competitive fees.

• Ask how you can benefit from a 0% Initial Charge when you invest over £50,000 and you take advantage of our firms Ongoing Service Agreement enabling you to benefit from annual reviews. In order to obtain the 0% initial charge the payment option clients would need to choose is; an ongoing fee as a percentage of the ongoing fund value, payable every month (please contact us for further information).

• A 0% Fund Switch Charge is provided to all clients who have taken advantage of our firms Ongoing Service Agreement.