We provide advice and help following a free personal and/or business financial review which can take place at a convenient time and place for you. Usually a review will start with a very broaddescription of your concerns and aspirations, before progressing to a thorough financial review. Following your free initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We offer real-world, jargon-free advice on financial planning, retirement and pensions, investing and tax planning. We're committed to helping you achieve your real-life ambitions and targets, byhelping ensure that you have the financial resources you need to achieve your lifetime goals.
As Financial Advisers, we access a wide range of products, as opposed to a tied agent or company representative who may only advise and offer products from the companies they represent. Using industryleading research and online sourcing systems we are able to become aware of changes in criteria and products.
We are focused on investment advice, Pensions restructuring, and Estate planning to assist you in achieving your longer term financial objectives so you can enjoy the lifestyle you deserve. Weestablished Estate Matters Financial to set the highest standards of advice, qualification and service by developing robust systems and procedures that will stand up to the severest scrutiny.
Because we are independent, we advise on mortgages from the whole of market. Whole of market means we are not tied to any particular financial institution or bank, and so can advise on a wide range offinancial products. Our goal is to find the best buy for you.
Ichthus Financial Services is a trading style of Positive Solutions that offers financial advice provided by David Anderson. We have over 25 years of experience in providing clients with bespokefinancial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients' specific circumstances and needs.