From the category archives:
Welcome…
You can telephone me free on 0800 321 3508 for any Financial or Pensions Advice you require and I'll be happy to help.
This website offers Independent Financial Advice for the UK only. William George is an adviser with IFS Wealth Management Ltd.
The value of the investment can go down as well as up and you may not get back as much as you put in.
William on BBC Radio
Here is an interview William gave on BBC Radio Scotland where he spoke with Fred MacAulay and Karen McKenzie about Cash and Investment ISA's
Listen to the BBC show hereFinancial Advice
Financial Advice Archives
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Scotland Directory
Financial Services Directory - UK directory of financial services and independent financial advisors.
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Client Testimonials
"I have introduced many clients of mine to Billy as I have complete trust in his professional ability." Tom Queen, Solicitor - Thomas Queen & Co. Dunfermline, Fife.
"I've found Billy a personable yet professional practitioner who offers sound advice and realistic proposals backed up by facts. I'd wholeheartedly recommend Billy as an IFA". Rory Paterson, Director - Mediacom Scotland Ltd
Pension Help
Retirement Advice and Planning from The Pru
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More Testimonials…
“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.” David Guy: Business Director, Billington Cartmell.
Dates and Times
NOTE: I have been writing articles here since 2007 so please take note the date of the article, because obviously, things like laws or tax allowances etc may have changed since then.
I do try my best to keep up to date, but I'm only an humble IFA and there are hundreds of my financial articles here! Please call or email if you need to double check something. I'll gladly help.
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IFS Wealth Management Ltd is an appointed representative of Intrinsic Wealth Management. Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA Register (http://www.fsa.gov.uk/register) under reference 440703.
Registered address: Scotia House Unit 5 Dickson Street, Dunfermline, Fife KY12 7SL Registered in Scotland No: SC240456.
Investments:
The value of investments can go down as well as up, as can the income derived from them. Past performance does not guarantee future growth or income and you may not get back the full amount invested. Taxation: Level and bases of, and reliefs from, taxation are those currently applying but are subject to change and their value depends on the individual circumstances of the investor. The value of investments can go down as well as up, as can the income derived from them. Past performance does not guarantee future growth or income and you may not get back the full amount invested.
Mortgages:
Your home may be repossessed if you do not keep up repayments on a mortgage.
The Financial Services Authority does not regulate Banking, Will Writing, Loans, Credit Cards, some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.
Copyright © 2012: William George - All rights reserved
