Our Wealth Management team is committed to helping you achieve your financial objectives by providing clients with a personal and high quality service.
3d ifs Wealth Management deals with both private and corporate clients. Our areas of expertise include investment advice, pension planning (both pre and post-retirement), tax planning, wealth management and protection. Our main objective is helping clients to achieve their financial goals.
The 3d ifs Wealth Management team are trained and experienced in the financial services industry, with our advisers and Para planners working together in the same location we can provide a fast, efficient personal service.
We offer a full range of financial solutions to clients with a variety of fee and commission options, and guarantee straightforward, transparent disclosure of any commissions generated from handling your affairs.
This is a key area where we believe our advice can add value to your affairs. Pension rules have changed significantly over recent years and our advice has adapted accordingly to take advantage of these changes. For example, on 6 April 2015 new pension rules came into force, giving you far greater flexibility over how you can use your pension pot.
These changes include the freedom to access your entire pension fund, more choice over how to receive the tax-free cash from your fund, changes to death benefits and changes to the contributions you can make.
Whether you hold a SIPP, SSAS, an individual or group personal pension or a stakeholder pension, these new rules are far-reaching, and they could have significant tax implications. It is, therefore, important to consult your adviser about the various options open to you.
At 3d ifs we are passionate about helping you to achieve your financial goals. We work with you, so that we can satisfy your short, medium and long term aspirations.
We work with numerous Investment houses and don’t have a ‘one size fits all approach’. Instead we tailor a bespoke solution for each client we work with.
Wealth Preservation is always a prime driver for us as an organisation.
Our aim is to legitimately reduce your tax bill wherever possible. We focus on reductions in Income tax, Capital Gains Tax and Inheritance Tax.
Life and Health Insurance
We work with you to put in place appropriate levels of life cover, whether it is personal cover of protection for your company. We also arrange Health insurance for clients with a number of reputable providers, this has become more popular in recent years with the problems that the NHS is experiencing.