Retirement Planning & InvestmentFinding an Independent Financial Adviser that you can trust and build a relationship with is incredibly important.

At Essential IFA building a financial future for our clients is paramount. We believe in giving unbiased financial advice that bests suits you and your needs and as we are independent we are able to give unbiased advice based on the entire market.

Essential IFA was established by Peter Herd in 2007 and although we are based in Ipswich, we are dealing with clients in Suffolk, London and Essex. We are able to give independent financial advice to both companies and individuals and we specialise in:

Pensions

Investments

Complete retirement planning services

Financial protection for both your family and income

Wills and Trust services

The Retail Distribution Review (RDR) came into force on 31st December 2012 and since then we have worked to embed the changes into our practice. Due to this our fees are not based on commissions and instead we have a fee-based charging structure that is tailored to each individual. You will also receive a fee agreement before any work has been completed and you can be assured that there are no hidden charges.

We are also fully qualified experienced financial advisers and keep our knowledge up to date for an ever-changing market within the financial world. We are also regulated by the Financial Conduct Authority (FCA).

About Peter Herd

I am a member of the Chartered Institute of Bankers in Scotland and have over 20 years’ experience within financial services and have worked in both Banks and Building Societies. I have worked in many fields of financial planning including Business Banking and so I am able to give independent advice based on a client’s entire financial situation. I am FCA registered and hold a Level 5 Diploma in Investment Planning. I also have a current Statement of Professional Standing which complies with RDR regulations.

Contact us

To arrange a free initial consultation call 01473 276141 or complete the enquiry form below.

You may wish to check our FCA registration and you can do this at the FCA website our registration number is 478224.

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