How we work
IFC work with a range of clients from individuals and family groups to trustees and companies, helping them to effectively plan for the future and protect their wealth.
Kate specialises in wealth protection and management, working with clients to ensure all risks to their financial security are removed and that their assets have the best opportunity to grow. As you don’t know what’s around the corner, all options are fully flexible without any lock ins, tailored specifically to the client’s appetite for risk & requirements. Regular reviews and reporting ensures that changes in circumstances and goals are allowed for.
Kate creates strategic financial plans which assess all aspects of a client’s situation and what they want to achieve by any future date. Flexibility is key, and she can offer clients a range of options which will enable them to reach their goals. Regular reviews ensure that changes in circumstances and goals are allowed for, enabling clients to live life to the full.