Business Details
19 Years
experience
Your Trusted Partner for Financial Planning and Wealth Management Solutions
As a Partner Practice of St. James's Place, we provide holistic wealth management and financial planning services tailored to individuals, families, and businesses. Founded in 2007, our approach centers on building long-term relationships with clients, ensuring their financial needs are met through personalized strategies. Our Managing Director, Matthew Gleadall, brings over 25 years of experience in financial services, emphasizing continuous professional development and client-centric solutions. We combine the expertise of St. James's Place with carefully selected third-party products to deliver comprehensive services, including investment planning, retirement strategies, protection, and mortgages.Our commitment to quality, integrity, and excellence has established us as a trusted advisor, helping clients navigate evolving financial landscapes. We prioritize transparency, ensuring clients understand risks associated with investments and mortgages, and offer tailored guidance to secure their financial futures. With a focus on intergenerational wealth management, we aim to address both immediate and long-term financial goals, fostering trust through consistent, reliable advice.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages and Specialist Banking
Intergenerational Wealth Management
Details
- Year established: 2007
Highlights and features
- We have over 25 years of experience in financial services
- Part of the prestigious St. James's Place Partnership
- We build long-term, personal relationships with clients
- Offer a comprehensive range of wealth management services
- Emphasize quality, integrity, and excellence in all advice
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We design tailored investment strategies to grow your wealth, leveraging St. James's Place's market expertise. Our approach balances risk and return, aligning with your financial goals. Clients benefit from ongoing portfolio reviews to adapt to changing circumstances.
Retirement Planning
Our retirement planning ensures financial security in later life, optimizing pension contributions and tax efficiencies. We create personalized roadmaps to meet your lifestyle aspirations post-retirement. Regular reviews guarantee your plan evolves with regulatory changes and personal milestones.
Protection Planning
We safeguard your assets and income through life insurance, critical illness cover, and income protection. Our advice ensures your family's financial stability against unforeseen events. Policies are reviewed periodically to maintain adequate coverage as your circumstances change.
Mortgages and Specialist Banking
We provide mortgage solutions tailored to your property goals, including residential and buy-to-let options. Our specialist banking services address complex financial needs, such as equity release. We explain risks, like repossession, to ensure informed decisions.
Corporate Services
Our corporate services support business owners with succession planning, tax-efficient structures, and employee benefits. We align financial strategies with company growth objectives, ensuring long-term sustainability. Bespoke solutions cater to the unique challenges of business ownership.
People
Matthew Gleadall
Managing Director
Matthew founded I F S Wealth Managers in 2007, bringing over 25 years of financial services experience. He specializes in personalized wealth management, prioritizing client relationships and long-term financial security.
Questions
What services does IFS Wealth Managers offer?
We provide investment planning, retirement strategies, protection planning, corporate services, mortgages, and intergenerational wealth management tailored to your financial goals.
How does IFS Wealth Managers work with clients?
We build long-term relationships, offering personalized advice to address your unique financial needs and objectives.
What qualifications do your advisors have?
Our team, led by Matthew Gleadall with 25+ years in finance, combines St. James's Place expertise with continuous professional development.
Are investments with IFS Wealth Managers risky?
Investment values fluctuate based on market performance; we ensure you understand risks before committing.
Can you help with mortgage concerns?
Yes, we offer specialist banking services, including mortgage advice, with clear guidance on repayment risks.
