Why Deal With IVARR Financial Services

You may be investing for growth or for income, or a combination of the two. You may already have money in Unit Trusts, Bonds, Investment Trusts, OEICs and ISAs, or you may have none of these. In any case, an off the shelf solution is unlikely to adequately take account of your particular situation.

Our advisers will sit down with you, taking a holistic approach to understanding the investments you already have and help you to map your vision of where you would like to be in the future. This will enable us to construct an individually tailored financial solution for you.

Whereas many financial advisers act as agents for particular suites of products, we are completely independent of all product providers and therefore are able to take an unbiased perspective on the marketplace, in order to construct an investment strategy to suit your objectives.

While many financial advisers have been reluctant to address the Authoritys direction away from commission-based remuneration, we have been pro-active and embraced this change. Here at IVARR Financial Services, we have nothing to hide.

We feel we work extremely hard for the fees we earn, to deliver the solution that matches your financial objectives and will continue to put the extra effort into providing the level of service you Are entitled to expect from your Independent Financial Adviser.

To private clients we offer three levels of service:

Ad hoc: If you need to consult with us on a specific issue or product need for instance family protection then you may wish to obtain our professional advice on an ad hoc basis. While we will undertake a full appraisal of the market and produce a detailed analysis of your respective options, this service is designed to meet a one off specific planning need and for this reason does not include ongoing reviews.

Advisory: Many of our clients opt to work with us on an advisory basis, entering into a continuing relationship with us. This enables us to take a more holistic perspective on your financial situation. Each year we would meet with you to review your portfolio and rebalance your assets to accommodate any changes and to ensure that your financial objectives are on track.

Planned: Our premium offering is the IVARR Financial Services Wealth Management Service, where we establish your financial objectives and build an agreed solution. We will manage your investments on your behalf, you will be able to view your investments online at any time, as well as receiving regular updates and face to face meetings with your dedicated advisor.