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iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/clientProposition.php

Our client service proposition is to:. What do you wish to achieve from your cash, investments, pensions and assets? Develop the right strategy to achieve those goals. Put a plan in place to achieve those goals. Minimise any taxation consequences. Tax efficiency is crucial and this relates to the three main forms of personal taxation being income, capital gains and inheritance. Communicate in a clear and understandable manner. Develop an appropriate investment strategy. Review the strategy regularly.

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/philosophy.php

Our investment philosophy is simple:. To maximise investment returns in the most tax efficient manner within the level of investment risk you are prepared to take. We adopt a balanced and diversified approach to establishing an investment portfolio, incorporating capital protected investments when appropriate to individual circumstances, within an agreed time horizon.". We do not advocate regularly disinvesting then reinvesting to try and ‘time the markets’ since this is a dangerous strategy to adopt&#46...

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/index.php

Independent Investment Associates Limited (IIA) is a leading independent chartered financial planning firm offering high quality unbiased financial planning advice to individuals and trustees. Welcome to our website, which explains about our services, the firm, our staff and our approach to financial planning. Being transparently independent and privately owned allows us to focus completely on providing our clients with a truly personal service. It may also be delayed. Email: info@iiagrange.co.uk.

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/whoweare.php

Director of the company who graduated from the University of Durham in 1991 with an Honours Degree in Accounting and Economics, qualified as a member of the Chartered Financial Analyst Society of the UK (formerly the Institute of Investment Management and Research) in 1995 and qualified as a member of the Personal Finance Society by Diploma in 2004. Holds the distinction of being both a Chartered Wealth Manager and Certified Financial Planner. Director of the company who is one of an elite group to be a ...

australianshareinvestor.blogspot.com

Australian stock market rants: October 2011

http://australianshareinvestor.blogspot.com/2011_10_01_archive.html

Australian stock market rants. Thursday, 27 October 2011. List of Australian stock market screeners. A stock market screener is tool stock market traders/investors can use to filter stocks given certain criteria of their choice. Another name used is a share filter. Here is the list of free and paid stock screeners or free stock market software that are out there for Australian Stock markets. Free one, both technical and fundamental criteria, along with the backtesting capabilities.

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/mission.php

Our objective is to be the firm of choice for those seeking high quality independent financial planning advice. We are a values driven company and aim to differentiate through a consistent client focused service proposition that is delivered smoothly by a professional, highly qualified, motivated and happy team. We will at all times act in an ethical, moral and truthful manner. Comply with the Code of Ethics of our professional bodies, all relevant laws and regulations. Provide a high standard of service.

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/ourClients.php

We have highlighted under the 'Our Services' section the main thrust of our advice areas and service, and so it is useful to identify 'typical' clients who join the firm:. Mr and Mrs Smith are both retired and in their early 70’s. They have a portfolio of investments established nearly 10 years ago which provide some income to supplement their pensions. The rest of the investment returns are re-invested for growth. Drawing the tax free cash sum goes to further boost their investment portfolio which requi...

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/about.php

Founded in 2001, Independent Investment Associates Limited is a Chartered Financial Planning firm and specialises in the provision of comprehensive and truly independent investment and estate planning advice to private clients and trusts. Their employees acquire and retain the necessary knowledge and skills to deliver the highest quality advice. The client’s best interests are at the heart of the advice they provide. The company has grown strongly since inception and now operates from large premises in t...

iialtd.co.uk

Independent Investment Associates Limited | Independent Financial Planning | Grange-over-Sands | Cumbria

http://www.iialtd.co.uk/fees.php

As an unbiased and transparently independent firm we charge a fee for our services. We aim to be completely transparent with regards to costs as we understand it is important for our clients to know exactly what they are paying for our services. Our fees will be fully detailed and explained when we meet and in any correspondence. Please note that the initial consultation is entirely at our own cost and free of charge and obligation to the individual. It may also be delayed.