Who We Are

Whether you are responsible for the finances of your family or your business, we are ideally placed to advise you in constructing a financial plan. IVARR Financial Services is among the largest regional providers of independent financial advice to individuals and corporate clients in the Eastern Region.

The group comprises two divisions, Services and Asset Management. Whether you are considering the options available to your business, or you are conscious of the need to secure your familys financial future, IVARR Financial Services are ideally placed to advise you on a broad array of financial solutions spanning from group and personal pension schemes; protection policies; income and capital growth strategies; tax mitigation; to our holistic wealth management service.

We hold the accreditation of Corporate Chartered Financial Planners from the Institute. This is a qualification reserved only for financial advisers with a proven record in providing the highest level of service to their clients, demonstrating a culture of integrity, as well as the attainment of and commitment to professional qualifications.

It is therefore the most prestigious award in the profession. The award recognises our established reputation based on 30 years experience in offering professional, independent advice and tailoring solutions to fit our clients financial objectives and aspirations. As independent advisers we can work with you to map your financial future. We will meet with you to determine your individually tailored financial plan, taking account of your plans for the future to try to meet your objectives in the most tax-efficient way and by making your money work harder for you.

It is important to us that our clients feel confident and fully informed.

To speak to one of our advisors and book an appointment to see how we can help you.