What We Offer

At IVARR Financial Services we offer a wide range of financial advice, planning and management services. As independent advisors, we pride ourselves on offering a transparent and unbiasedservice informed by independent research, driven by your personal or business goals and tailored to respond to individual circumstances even when they change.

Investments and wealth management

We believe that our independent status creates a hugely valuable opportunity for clients with an interest in investments. Not only are we free to conduct one of the most comprehensive financial analyses available in the QATAR and UK today. We are free to operate an independent panel of researchers to investigate the full range of financial products and funds beyond the limits of a single fund manager or group. We are free to offer advice that is driven purely by the specific goals of our clients, never by the arrangements of our business.

Our investment and wealth management services can be simplified below:-

Understanding your unique situation and defining your goals:

Our service is bespoke to the needs of each client. In defining your goals, we will consider your cash position, income requirements, other assets and potential inheritances, the expected duration of investments and any other factors specific to you. At this stage it is vitally important for us to understand your attitude to investment risk.

Researching and building an appropriate investment portfolio in order to achieve your goals Our independent panel of researchers enables us to investigate and assess the full range of investments, funds and financial products available today. On the back of this understanding, we are able to propose a tailored portfolio with a view to reliably achieving your financial objectives within your defined timescales.

Explaining our proposed services and charges to you All our recommendations are communicated in writing, to provide you with a clear understanding of the reasoning behind our proposals. Operating on a Client Agreed Remuneration basis, we are also transparent in discussing our fees and will agree the payment process in person and in writing before any investments are made.

Managing the performance of your investments, reacting to change At IVARR Financial Services, we are proactive in our approach to managing investments on an ongoing basis. All investment portfolios are managed and updated as necessary, ensuring that your investments and savings are continually managed by the best fund managers and product providers available.

Corporate and tax planning Our corporate services are entirely bespoke and our experience is wide ranging. In order to define the needs of your individual business, we offer a tailored on site seminar to corporate clients. We will present our full range of options, then demonstrate and discuss the potential benefits of building a relationship with us.

Your employees are an asset in a competitive market The most valuable employees are financially astute; they often have high expectations of their employers in terms of remuneration. One of the most efficient ways to enhance remuneration packages throughout your company and in doing so encourage loyalty amongst your staff, is the provision of suitable employee benefit schemes.

At IVARR Financial Services, we know that many companies find employee benefit schemes too rigid. So we work closely with individual companies in order to ensure the chosen schemes are as beneficial as possible for both parties over time. As independent advisors, we are able to consider a huge range of financial products designed to reward the loyalty of employees at a sensible cost to employer.

Director-level financial advice and tax-efficient exit strategies:-

As a senior member, director or shareholder, individual financial circumstances and income level may require investment, corporation tax and National Insurance issues to be addressed. We are experienced in providing advice and management services within this specific context. The exit of an individual at senior or director level also creates concerns both for the business and the individual. We handle exit and succession strategies that will ensure the company experiences a smooth transition while the outgoing director benefits from a tax-efficient exit particularly in relation to the sale of shares.

Insuring key people

All businesses rely on certain key individuals to maintain performance and profit. To protect against these unfortunate circumstances, key person insurance can be procured to cover loss of profit and business interruption. It can also provide the vital resources needed to find a suitable replacement, or to restructure the company in such a way as to negate the loss. We offer a wide range of financial advice, planning and management services.

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