As accountants and umbrella companies, you know your contractor and self-employed clients need support navigating their finances. With frequently changing tax obligations, pension planning complexities, and evolving personal circumstances, having expert advice makes all the difference.
That’s where we come in. As trusted, regulated financial advisers, we provide your clients with personalised advice and ongoing support. Our role is to understand each client’s unique financial situation and goals, then offer a customised investment proposal outlining how we will work together.
With expertise across key areas like pensions, investments, insurance, and tax planning, we take a holistic view to ensure your clients make the most of their circumstances. We’ll advise them on tax, show them how to leverage pensions and other tools for retirement readiness, protect their income stream and assets, and more.
Throughout our relationship, we remain dedicated to your clients’ best interests. Our advice adapts as their needs change over time, providing a source of stability amidst shifting regulations and markets. And with our FCA regulation and FSCS protection, your clients can have complete confidence in our service.
With iPensions Wealth, your focus stays on compliance, payroll, and other core services, while we handle the specialised financial advice. With our support, your clients gain greater control over their financial lives.
We are proud to be an Associate Firm of the Professional Finance Society (PFS) and members of the Financial Vulnerability Charter.
Our lead Adviser is David O’Connor who is a Chartered Financial Planner with over 20 years of experience in advising on all aspects of financial planning. David is an expert adviser for Pensions, Investments and Inheritance Tax Planning and prides himself on delivering a bespoke and personal service for all his clients. He is listed in the Top 100 Advisers 2023 (The Times).
iPensions Wealth Limited is registered in England and Wales with Company Number 13273364 whose registered ofﬁce is at 2nd Floor, Marshall House, 2 Park Avenue,