Your Goals Investing is a means to an end: your financial well-being Investing is not an end in itself. It’s a tool, a means of meeting your life goals. From funding a daughter’s wedding to planning for an enjoyable retirement, we’ll help you achieve the things that matter the most to you. We’ll start with an initial meeting with one of our qualified advisers and at the outset we will agree with you how your needs are best met. We’ll follow up with regular communications and meetings to ensure that you have a plan that is right for you. IPFA Advice Service For the right client, independent advice represents a premium service without compromise. Meeting the hurdles for adviser independence, however, is not just a tick box exercise. Our clients are advised on an independent, whole of market basis. Advice provided in this way gives valuable reassurance to clients and can also be more suitable to those clients with more complex requirements. The outcome we strive to provide to our clients is that they get the most suitable investment and retirement solutions the market can offer for their requirements. We have a careful review process in place to ensure that the charges of the product providers do not make the use of their products uneconomical. You can be assured that our work will be extremely comprehensive and backed by the resource of our parent group to ensure you receive the best possible service. My wife and I have been helped by the friendly and professional advisers at In Partnership for many years now. By listening to them and taking their advice we have now been able to reach retirement with a greater sense of financial security. P Liverman, IPFA client THE VALUE OF YOUR INVESTMENTS CAN GO DOWN AS WELL AS UP. PAST PERFORMANCE IS NOT A GUIDE TO THE FUTURE