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Jamie Small Fpfs
Chartered Financial Planner & Director at Ifpc Wealth Management
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Work Experience
Jun 2014 - Present · 10 years and 7 months
Chartered Financial Planner & Director
May 2024 - Present · 8 months
Chartered Financial Planner
Jun 2014 - Present · 10 years and 7 months
Financial Planner
Mar 2013 - May 2014 · 1 years and 2 months
Company Details
11-50 Employees
IFPC Limited is a Chartered Financial Planners specialising in Wealth Management offering independent advice, planning and discretionary management services to individuals, trustees and business owners. IFPC Limited has been trading since 1989 and has experience in Financial Planning and Wealth Management. We are one of the few Chartered Financial Planning companies in the UK. We offer a professional, carefully researched and tailored solutions to clients who are looking to build, manage and protect their wealth. Our advice is truly unbiased and bespoke. We offer a full range of financial planning services in conjunction with professionals such as Chartered Accountants and Solicitors to cover the areas of trusts and tax planning. In addition to our Wealth Management service, we offer a Discretionary Investment Management service to private clients, trusts, and pension funds.
Year Founded
1989
Social Media
Linkedin
Industry
Financial Services
HQ Location
Faulkner House Victoria Street St Albans, Hertfordshire AL1 3SN, GB
Keywords
Discretionary Portfolio ManagementLater Life AdviceProtectionTax & Trust Planningand Pensions and Retirement Solutions
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