I Q Wealth Management

IQ Wealth Management is a comprehensive financial planning service provider, dedicated to helping individuals and businesses in the UK achieve their financial goals. Our team of experienced financial advisers offers a wide range of services, including pension planning, life assurance, income protection, investments, regular savings, and mortgages. We understand that each client's financial situation is unique, and we take the time to understand their specific needs and objectives.

Our Services

Our pension planning services help clients determine when they want to retire and how much income they will need to maintain their current lifestyle. We also provide life assurance solutions to ensure that our clients' families are financially protected in the event of their premature death. Our income protection services help clients prepare for the unexpected, providing them with a regular income or a cash sum if they suffer a serious illness or disability. We also offer investment and regular savings advice, helping clients make the most of their spare capital or surplus income.

In addition to these services, we also provide mortgage advice, helping clients reduce their current mortgage outlay or find the right mortgage solution for their new home. Our team of experts will work closely with you to understand your financial situation and provide tailored advice to help you achieve your goals.

Our People

Our people are the backbone of our business, and we take pride in our team of experienced and qualified financial advisers. Our principal adviser and business owner, Philip Clark, has over 20 years of experience in the financial services industry, with a proven track record of providing expert financial advice to his clients. Philip holds a range of qualifications, including the Diploma in Financial Planning, Financial Planning Certificate, and Certificate in Equity Release, among others. Our team is dedicated to providing exceptional service to our clients, and we are committed to helping them achieve their financial objectives.

Our Mission

At IQ Wealth Management, our mission is to provide our clients with comprehensive financial planning solutions that meet their unique needs and objectives. We aim to build long-term relationships with our clients, providing them with expert advice and guidance every step of the way. We are committed to helping our clients achieve financial peace of mind, and we strive to deliver exceptional service to every client, every time.