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 MARCUS WILLIS (ATP) 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 efficiency 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

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Jon Isaacs FPFS

Managing Director
Chartered Financial Planner

Colin Prescott FPFS

Director
Chartered Financial Planner

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Colin Prescott FPFS

Director
Chartered Financial Planner

Jenny Pearce DipPFS

Director
Head of Employee Benefits

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Jenny Pearce DipPFS

Director
Head of Employee Benefits

Richard Hannis DipPFS

Independent
Financial Planner

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Richard Hannis DipPFS

Independent
Financial Planner

Gabrielle Dolby

Account
Manager

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Gabrielle Dolby

Account
Manager

Alan Darby

Business and Tax
Consultant

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Alan Darby

Business and Tax
Consultant

Lucy Boulton

Finance
Manager

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Lucy Boulton

Finance
Manager

 

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