Offering bespoke financial planning
We offer bespoke financial planning, looking at all aspects of your personal circumstances and providing tailored recommendations accordingly. Whether this is regarding pensions and investments to help with your retirement, life insurance and income protection against the unforeseen, or help with inheritance planning, we fit the pieces together to form seamless and cohesive advice.
Working with you
We believe in long term relationships, often working across generations of the same family. The benefit being that we can plan with you for the future, understand how a change in circumstances will impact on financial arrangements, and suggest the appropriate solution. We understand how plans in life may change and are always ready to adapt your financial planning.
Offering fully independent advice
We are proud to offer fully independent advice and are not tied to any particular product or provider. This leaves us free to source the most appropriate solutions from the entire market place.
Guided by Steve Hallworth, Managing Director, the company enjoys a reputation for first class, personal service. Steve has over 35 years’ experience in the industry, initially with a leading Insurer, then as an Independent Financial Adviser.
Get in touch
If you would like to discuss how we can assist in achieving your financial goals, please call on 01612 489746 to arrange an appointment. Alternatively, please contact us via email at info@iabltd.co.uk or use our enquiry form and we will be in touch.