About Us
We are 3D IFS Limited, an Independent Chartered Financial Services Business. There are two main areas in which 3D IFS operate: Employee Benefits and Wealth Management.
3D IFS ARE PROUD SPONSORS OF
DEBRA
AND
WARWICK BOAT CLUB
3D IFS Employee Benefits
We established ourselves with the aim of helping all businesses to be recognised in their industry and by their employees as an “Employer of Choice”.
At the heart of every successful business is an effective employee benefits strategy that seeks to balance the differing needs of employees with an employer’s desire to attract, motivate, retain and reward the best employees as cost effectively as possible. As a business, you want to ensure that your costs are controlled and valued, and that your Employee Benefits programmes are appreciated.
3D IFS Wealth Management
We are often requested to offer directors, entrepreneurs, senior management and staff advice on their personal wealth.
As a leading Midlands firm of Chartered Independent Financial Advisers, we offer a full range of financial and tax efficient solutions and advice on investment portfolios, pension and tax planning and wealth management solutions.
We recognise that each person’s situation is unique and individual.Our main aim is to help you achieve your financial objective and there is no better time to start preparing for your future.
For 3D IFS, professionalism is about offering all our clients expert knowledge and timely financial advice that helps them to achieve their individual financial goals.
Jon Isaacs FPFS
Managing Director
Chartered Financial Planner
Colin Prescott FPFS
Director
Chartered Financial Planner
Jenny Pearce DipPFS
Director
Head of Employee Benefits
Alan Darby
Business and Tax
Consultant
Lucy Boulton
Business
Consultant
Mike Ellis
Compliance Officer
Chartered Financial Planner
CONTACT US TODAY
TO GET STARTED
TO GET STARTED SIMPLY FILL IN THE CONTACT FORM AND ONE OF THE TEAM WILL BE IN TOUCH. ALTERNATIVELY GIVE US A CALL
ON 01676 525390