Experienced Financial Planners With A Wealth Of Knowledge

Independent, impartial financial advice for every life stage - from retirement planning and long-term investments to tax-efficient savings and inheritance tax planning. Trading since 1989.

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How we can help

Comprehensive, impartial market analysis and personalised recommendations, built around your own circumstances.

Pensions

Retirement planning and options at retirement, including occupational schemes and defined benefit plans.

Investments

ISAs, general investment accounts and investment bonds, tax planning, and long-term care planning.

Mortgages

Purchases, remortgages and product transfers, buy-to-let, and equity release via lifetime mortgages.

Life Assurance

Term assurance, critical illness cover, whole of life, income protection, and family income benefit.

Inheritance Tax Planning

Estate planning, trusts, wills (via our Harbourside Legal partnership), and power of attorney services.

Corporate Services

Workplace pensions, director and shareholder planning, employee benefits, and group protection.

Traditional values of trust and independence

For over 30 years, Independent Financial Solutions has helped multigenerational families across the South Coast identify and achieve their financial goals - founded on traditional values of trust and independence, and delivering expertise you can trust.

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Regulated and accredited

Authorised and regulated by the Financial Conduct Authority (Registration No. 468860)
Member of the Society of Later Life Advisers (SOLLA)
Covered by theFinancial Ombudsman Service

Ready to talk about your financial future?

Get in touch for an initial, no-obligation conversation with one of our advisers.