At IP Wealth Management Limited we put you, the customer, at the very centre of all we do. We offer a truly transparent service with no hidden charges. Our experienced advisers will ensure that by choosing IP Wealth Management you will be fully briefed as to the true cost, benefits and consequence of any product or service you purchase as a result of our advice.
In order to provide the most suitable service, tailored to your individual requirements, it may be necessary to ask a number of questions in order to assess your circumstances, needs and budget. However, you can rest assured that any information provided will be treated in the strictest confidence.
IP Wealth Management are committed to providing our customers with the most suitable financial advice and as such we ensure that any product we recommend is supplied by companies who mirror our own standards of commitment.
At IP Wealth Management we pride ourselves on offering no-nonsense straightforward advice and we take great care to ensure that our paperwork is easy to understand and free from jargon. Indeed, our advisors are trained to provide support and advice to our customers by fully explaining all documents prior to any signatures being required.
At IP Wealth Management we are fully aware that our clients may have differing needs so we aim to take into account both long term and short term requirements so that we can provide the most suitable solutions for our clients. Indeed, our advisors will always recommend the most suitable product for our client even if that product is one supplied by a competitor. We also guarantee that any fees we charge will be reasonable and justifiable and in the unlikely event that you are unhappy with any aspect of our service IP Wealth Management promise to treat any complaint seriously. We will always endeavour to resolve the matter to your complete satisfaction.