We aim to help you make great financial decisions by : assessing your needs and showing you the different options available. Then by helping you to assemble the information you need regarding each option we’ll hep to empower you in making clear decisions that leave you feeling confident in your chosen path.
At the heart of our client proposition is the development of long-term relationships with our customers. You will normally deal with the same adviser throughout your relationship with the firm and continuity is a highly held value within the firm.
Several of the advisers at ICF are also directors of the firm, so you can be reassured that they are likely to be around for the long term. Having the ability to talk to the same adviser over time, you are likely to develop a better understanding of your affairs which, together with regular contact, should result in greater confidence in your arrangements and better outcomes.
We have assembled a team of qualified advisers with a wealth of experience to advise on a wide range of topics.
For individuals, we offer advice on:
And for companies, our range of services is similarly comprehensive, with advice being available on:
Getting the best from your pensions, investments and savings is the fundamental reason why most people entrust the management of their finances to a firm of independent financial advisers. We have more experience in this area than most and you will find that we are reassuringly thorough and professional in all of our dealings.
You will be reassured to find that we make sure that every client gets an appropriate amount of attention paid to their investments and that we review our investment recommendations on a regular basis to try and keep your portfolio fresh and correctly focused.
Where we feel that a situation warrants it, we may advocate the use of external discretionary fund managers to make sure that your investment gets the best possible opportunity to thrive.
We are able to advise on the full range of pension plans to help you build up your retirement fund – everything from a straightforward stakeholder arrangement to a self invested personal pension plan (SIPP) to a small self administered scheme (SSAS).
We will also be there when you are ready to retire to help you navigate through the ever increasing number of retirement options, including the new Flexible Access Drawdown plans, that became available from 2015.
With ancestry traceable back to 1972, ICF prides itself on being one of the longest established firms of independent financial advisers in the region and we have assembled a large team of qualified advisers with a wealth of experience to advise you on a range of topics.
We believe very strongly in the promotion of professionalism within the financial services industry and we provide substantial support to our professional body, the Chartered Insurance Institute (CII).
Our managing director, Neil Davey and former adviser Alan Blunt are Past Presidents of the Hull Chartered Insurance Institute and Claire Johnson is a Past President of the York CII.
Our permitted business is advising and arranging life insurance, pensions, investments, regulated lending and general insurance contracts.
To download our personal finance magazines and financial guides packed full of informative financial news, simply enter your name and email address below.