Reviews of IFS Wealth & Pensions. (Financial Consultant) in London (London).

IFS Wealth & Pensions

40 Reviews

40 Comments

Financial Consultant

Financial consultant

45 Rusper Rd, London N22 6RA, United Kingdom

Description

Information of IFS Wealth & Pensions, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of IFS Wealth & Pensions

Reviews of IFS Wealth & Pensions

L. H.

Attentive, professional and excellent value for money. Alan guided me through my first house purchase and mortgage application. He went over and above what I would consider the norm, saved us thousands in charges and fees, and was incredibly friendly and fun to work with. I cannot recommend him highly enough. He has a client for life in me.

C. P.

Alan was consistently clear and quick to respond in all his communication with us. He gave us great advice but we also felt very much in control of our financial decisions. I would definitely recommend IFS and Alan to others in the future. Thank you!

Y. B.

Absolutely amazing experience with Alan. He was able to tailor the propositions according to my very specific case and has been able to answer all of my questions and they were a lot! I now have a property that I love.

M. Z.

I have been really impressed with the service delivered by Alan. Very efficient, rapid in response, and gave appropriate answers to everything asked. Our case is a little complex than normal, but Alan was extremely professional and friendly to deal with. I would highly recommend Alan and IFS to anyone who's looking to secure a mortgage.

N. H.

I don’t often write reviews but this was one I had to write. Alan has been absolutely fantastic throughout the process, he has made the purchase of my first property as smooth running as possible. Very knowledgeable, explained everything clearly in details, and extremely efficient. I will definitely recommend him to any of my friends who needs the mortgage broker.

K. S.

IFS Wealth & Pensions has been provided a very professional advise and pension plan to me considering all given personal conditions of mine. Communication was very effective receiving quick answers and feedback. I really would recommend it to all with full confidence and I'm looking forward to working with it in the future as well.

S. P.

I cannot recommend IFS enough for the amazing service they provided when renewing my mortgage. Ricky was my point of contact and provided a very friendly and seamless service. Within a matter of a few days I had my mortgage renewed and completed. He provided informative and very easy to understand terminology when asked, making the experience super stress free. Would highly recommend to anyone and will be a company I will use in the future again!

C. P.

I bought my first property a couple of years ago and I could not have done it without the amazing help I got from Mr Ricky Chan at IFS. Buying any property can be stressful but Ricky explained every step, gave useful advice, was extremely responsive over phone and email. I could not recommend this company more for their professionalism, vested interest to tailor to your needs and being an absolute pleasure to work with. I was so impressed that they contacted me ahead of my mortgage renewal recently to advise on the steps ahead and even did the research beforehand to make sure the process was as smooth as could be. Customer care is next to done and I look forward to receiving my Christmas Card each year. Thank you so much for the exceptional work you do!

S. S.

Alan was a great help - very responsive with clear communication, ensuring that our requirements were met, and that all documentation was in order. This allowed us to move forwards very quickly, and made the whole process straightforward.

M. Y.

I was really impressed with how professional my request was handled by Alan. He was always responsive and always had time to discussed any issue I had. I would definitely use IFS services again.

C. M.

Alan first helped me with options for consolidating a few old pensions, which has put me in a much better position for the future. Since then, I've called on his advice several times, to do with mortgage, pensions, planning for the future and critical illness cover - he's always been approachable, knowledgeable, practical and helpful. I wouldn't hesitate to recommend.

B. E.

Always great to work with the professionals at this company- breath of fresh air!! Friendly, efficient, great communication. Highly recommended

G. A.

Alan has been my financial advisor for almost 3 years, and I recommend his services with great enthusiasm. Unlike with other larger companies, where you might not always be speaking with the same person, it has always been with Alan that I am consulting. I think this personal touch is really important, as it builds a rapport that means Alan has really come to understand the specifics of my situation and goals, and tailors his advice specifically to me. Alan provides regular updates on my portfolio. I can always rely on him to reply to my queries within the same day, and his answers are always very clear and helpful. Even during stressful times in the market, Alan had solutions ready and adopted the best approach. Above all, Alan is a consummate professional and someone whom I know I can completely trust. Highly recommend. Many thanks!

H. S.

Buying a property is a big decision, thus my partner and I had endless questions. We are very grateful that Alan is an extremely informative and patient mortgage advisor, who carefully guided us through our queries step-by-step. He is detailed orientated and up-to-date with new industry legislations, which massively helped us get through the whole buying process swiftly and smoothly. We would definitely recommend his services to others! THANK YOU!

R. K.

I have used IFS Wealth & Pensions in the past and present, and I cannot recommend using their services enough! Alan & Ricky have been especially helpful in letting us understand our financial standpoint, using their expertise to help us find the best financial solution, and all around great guys who are friendly and super responsive on any matter that I present to them. They have always provided me with excellent service and cannot fault them at all. Without their service, I would not have been able to purchase my first property for many years to come - so thanks again IFS Wealth & Pensions. Highly recommended!

M. A. A.

I’ve benefited enormously from having Alan from IFS Wealth and Pensions to manage my pension funds. He has in fact done so much more than this, as at our initial meeting he was generous with both his time and attention. I felt that he truly listened to me and took into account of what both my lifestyle and expectations required financially. This was in such a sharp contrast to my previous financial advisor who appeared not to listen and only use meeting time for self promotion. I believe listening well is a crucial quality an advisor needs. Had I switched to IFS earlier I’d also have earned more! My thanks go to IFS for managing my funds brilliantly during such a difficult time and in an ethical context. You have my vote of confidence. Thank you.

J. W.

Alan Chan has supported and directed my personal investment plan since 2012. I have been extremely pleased with the way he has listened to and supported the direction in which I wish to invest my investments. Alan regularly updates me, both through the platform information but also by his noticing and redirecting ( in consultation with me ) my funds to ethical investments with steady growth. Alan has the appropriate, strong, academic qualifications to underpin his professional advice. He is also knowledgeable, personable and easy to approach. I have already recommended him to others who have been grateful for his approach and acumen. Janice Walsh

S. H.

Mr Alan Chan, Director of IFS Wealth & Pensions, has acted as my financial advisor since 2015. Over the past five years, he has provided detailed, expert, state-of-the-art advice and management of my ethical investment portfolio with the main objective of securing my retirement income requirements. This has now largely been achieved as a result of Alan's in-depth knowledge and constant monitoring of global investment markets and funds which has enabled, whenever necessary, the switching of funds to higher value alternatives. It represents a considerable achievement particularly in the light of the prevailing global market volatility during much of this period.

T. C.

As a first time buyer, Alan has made my journey so simple. He offers a high level of independent advice on my mortgage and very friendly. Always kept me up to date on my mortgage application. Would recommend to my friends and family.

G. B.

I continue to be extremely satisfied with the level of service and advice provided by Ricky Chan. I have always found that Ricky ensures that his advice is based on my needs which are informed by getting to know me as a person, and reflects any changing needs. This is due to his professionalism, knowledge, integrity, and his personality which means that I am at ease and able to share details of my life which go to build a more detailed picture enabling a tailored response to his recommendations. And of course over time this becomes refined. Similarly, I too have got to know Ricky well and I have seen that he acts with integrity and openness and accordingly I have a high level of trust in him and his honesty. Qualities which are essential in a Financial Advisor. He also recognises the level of my own financial knowledge, and responds promptly to any queries I might have. Consequently I have confidence in his recommendations and am able to approve them for implementation having read through them, as they are well written in plain English. I have had no hesitation in recommending him to friends, and will continue to do so.

A. C.

As a first-time buyer with thousands of questions, Alan was extremely patient and walked through all my queries in a timely manner. Many other "so-called' mortgage advisors had previously rejected my application because I was a contractor repeatedly going in and out of different job roles - Alan delivered as promised and I'm very happy to finally become a home-owner! Couldn't recommend these guys enough and I look forward to working with them again in further purchases.

D. W.

I have been a client of IFS Wealth and Pensions for some years and I have been very satisfied by the service provided. Advice and guidance has been tailored to my particular circumstances and all my questions have been thoroughly answered. I shopped around before opting for IFS and I believe that the fees that I have been charged are fair and reasonable. In addition a prompt response and helpful attitude whenever I contact IFS has convinced me that I am being well served.

H. W.

Ricky and Jen had helped me with two mortgages, despite some ups and downs during the application process, we managed to complete just in time. I'm really pleased with their efforts in handling my case and their responsiveness is top notch even during lockdown. Would highly recommend their services. thanks again.

W. L.

Ricky Chan made it an extremely easy process in buying my first home, with good support and communication throughout. Everything was set out pragmatically and with my busy schedule with work he was able to provide this on a remote basis, using technology that was easy to understand and very straight forward. Ricky was always friendly and informative for any queries I had. He always set expectations so that there were no surprises and was always available or was quick to arrange suitable times for calls. Highest of recommendations to this company, a real pleasure to work with.

P. G.

IFS looked after many of my clients when I was in business who were very satisfied with the service received. Now I am retired and Ricky is looking after my personal funds. Responds quickly and answers all the questions as well as keeping a keen eye on my investments with regular reviews. Top class.

J. R.

Super detailed, responsive and clear communicators. We were first time buyers and so needed a lot of things explained to us. Ricky was very patient with us and friendly. We got a great mortgage. Highly recommended!

a. r.

I have known Alan Chan for over ten years and his advice , particularly around the time of my retirement, has been invaluable. His knowledge is always up to date, he carefully tailors investment to suit my ethical concerns and explains very clearly what is going on. An excellent service, no hesitation in recommending it.

K. Y.

Ricky and Jen were professional and are experts in their field. They took the time to learn and understand my current and future aspirations which I really appreciated. They then gave me honest advice and offered products tailored for me and my family. I wouldn't hesitate to recommend them to my family and friends. Many thanks.

S. C.

Thank you Alan for all the help and advice to the purchase my first home. He is friendly, informative and very quick at replying all the queries I had as a clueless first time buyer. Throughout the entire mortgage approval, I was updated regularly and guided through the entire process to ensure I had an affordable mortgage. I highly recommend his service.

M. G.

Very responsive and helpful, totally professional - I have no hesitation in recommending Alan Chan for financial advice

a. n.

We've been working with Alan since 2016. We've found him to be both responsive and reassuring (especially to somone who was very new to the world of investing and pensions). He's helped us plan ahead properly and take practical steps to safeguard our future.

W. P.

So glad to have had Ricky/Jen as our broker, we honestly may not have been able to buy our first home without their advice and support so massive thanks to both! From the very start they made everything incredibly simple for us and overall the whole process I would say was rather straight forward/stress free under their guidance. Their super friendly, caring and transparent approach is faultless. I also really appreciate the work that goes on behind the scenes without ever a word of complaint. I never realised how long it took for example to chase updates from the lender until I called myself(sometimes an hour on the phone queuing up) and realised how patient they had been for us. Overall I know the whole process was smooth because of their hard work and excellence in what they do. Thank you both and would definitely use IFS for life!!!

M. K.

I cant recommend IFS Wealth & Pensions enough. Ricky was incredibly professional and made sure the process ran as smooth as possible, whilst constantly providing updates along the way.

H. D.

Ricky Chan has provided me with both financial advice and advice on buying life insurance and income protection insurance. I’ve found his advice on ethical investing particularly useful and he has always been very patient and helpful in answering all of my questions.

C. C.

IFS offer a high level of independent financial expertise and planning - advice is clear, friendly and accessible. I have had an IFS portfolio for years and will continue to do so.

D. S.

I have been using IFS Wealth and Pensions for over three years and have had a pleasant experience with them. They are very professional, knowledgeable and friendly. I highly recommend them for financial planning.

T. G.

IFS have been advising us since before we retired 7 years ago, and it's good to know that our money is in safe hands, is growing faster and safer than if we were deciding ourselves what to do with it, and that when we needed money for a large purchase we could get our hands on it without any problems.

J. A.

I’ve been with Ricky since he started out. He’s always looked after my capital and I feel completely relaxed with my 50 years of savings in his hands.

E. P.

I benefit from useful expert advice regarding options and prospects & portfolio OK in challenging times. Confident for my future.

P. I.

Excellent service with a knowledge of the what is best for each client. Up to date information and advice always at hand.

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