Hi, I’m William George and I specialise in Retirement Planning, Pension Transfer and Investment Advice at IFS Wealth Management Ltd. We’re recommended on a daily basis by Unbiased.co.uk a non-profit organisation who help 60,000 people a month connect with their own local IFA Financial Advisor quickly and easily. I’ll be happy to help you with either Personal or Group Pension matters.

What others say…

David Guy: Business Director, Billington Cartmell.
“A pragmatic advisor who takes the jargon out of investment planning. Bill reviewed my rather messy portfolio, guided me through a consolidation process and advised me on a range of investment options to control within a flexible SIPP package. Great advice, nice guy.”

Rory Paterson: Director of Mediacom Scotland Ltd, Edinburgh.
“I’ve found Billy (William) a personable yet professional practitioner who offers sound advice and realistic proposals backed up by facts. I’d wholeheartedly recommend Billy as an IFA”.

Iain Jones: Director of KDM Shopfitting, Rosyth, Fife Business of the Year Winners. “We are delighted to have brought in the services of Billy (William) after a recent review of our companies situation. He has given us sound and invaluable advice in areas such as Directors pensions, group pensions and business protection. We look forward to developing our working relationship over the exciting times which lie ahead.”

Chris Hudd: Director of Springboard CS.
“William (Bill) has proven to be a consistently trustworthy source of great and impartial financial advice. He has a relaxed informal style and never tries to force anything onto clients which they are not comfortable with.
I would recommend him wholeheartedly.

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Using diversification wisely across your investment portfolio is easy to put in place once you have a clear idea what your options are.

The purpose of this in depth investment article is to explain what is meant by proper diversification and the use of “Multi-Manager, Multi-Asset Class” investing, which aims to grow your money in real terms (i.e. after inflation) by investing across a broader range of asset classes than traditional investments do.

Let’s get started!

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