Investment Services
I.D. Bond Independent Financial Services Ltd
I.D. Bond Independent Financial Services Ltd is a UK-based company that specializes in providing investment and financial services. With a commitment to delivering personalized and comprehensive solutions, the company helps clients achieve their financial goals. I.D. Bond Independent Financial Services Ltd operates from Woodland House in Rugeley, England.
Introduction to I.D. Bond Independent Financial Services Ltd
I.D. Bond Independent Financial Services Ltd is a UK-based financial services company that has been in operation since 1982. The company was founded with a mission to provide expert investment services and financial advice to individuals and businesses. What sets I.D. Bond Independent Financial Services Ltd apart from other companies in the same industry is their commitment to personalized service and attention to detail. They believe in building strong relationships with their clients and providing tailored solutions to meet their specific needs.Services & products
I.D. Bond Independent Financial Services Ltd offers a range of services to their clients, including investment management, retirement planning, and tax planning. They also provide advice on insurance products, such as life insurance and critical illness cover. Clients can expect to receive personalized advice and guidance to help them achieve their financial goals.Location
Located in Rugeley, in the county of Staffordshire, I.D. Bond Independent Financial Services Ltd is situated in a bustling area with a mix of residential and commercial properties. The area is home to a variety of businesses, including shops, restaurants, and cafes. Public transportation options are readily available, with the Rugeley Trent Valley railway station, Rugeley Town railway station, and a local bus station all within a one-mile radius of the company's offices.Benefits
Customers should choose I.D. Bond Independent Financial Services Ltd for their investment and financial advice needs because of the company's dedication to providing personalized service and tailored solutions. Their expert team of advisors has years of experience in the industry and is committed to helping clients achieve their financial goals. They also offer a range of services and products to meet the diverse needs of their clients.Good to know
Customers should be aware that I.D. Bond Independent Financial Services Ltd is a regulated company and is authorized and regulated by the Financial Conduct Authority. They are also a member of the Personal Finance Society and the Chartered Insurance Institute.Reviews
Customers have praised I.D. Bond Independent Financial Services Ltd for their excellent service and expert advice. They appreciate the personalized attention they receive and the tailored solutions provided by the company. Clients also appreciate the company's commitment to transparency and clear communication.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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wealth management
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asset allocation
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risk management
FAQ
What types of investment products do you offer?
We offer a range of investment products including stocks, bonds, mutual funds, ETFs, and alternative investments.What is your minimum investment amount?
Our minimum investment amount varies depending on the specific product and investment strategy. We work with each client individually to determine the best approach for their needs.What fees do you charge for your services, and how are they calculated?
Our fees vary depending on the specific services and products used. We are transparent about our fees and provide a full breakdown of all costs involved. Our fees are typically calculated as a percentage of the assets under management.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. However, it's important to note that past performance is not indicative of future results. We work with each client to develop a customized investment strategy that is tailored to their individual goals and risk tolerance.How do you develop an investment strategy for your clients?
We develop an investment strategy for our clients by first gaining a deep understanding of their goals, risk tolerance, and financial situation. From there, we create a customized investment plan that is designed to help them achieve their objectives while managing risk. We also regularly review and adjust the plan as needed to ensure it remains aligned with their goals.Reviews
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Rose Hampton
26-12-2022
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Hayley Preston
26-11-2022
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Robert Rudge
Positive: Professionalism
26-05-2022
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Nigel Edwards
Excellent
26-05-2021
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J-G-A Staffordshire Detailing
Ian and his team have offered my family impartial advice with regard to life insurance, pensions and investments. There attention to detail is second to none. Look no further if you are looking for an experienced, knowledgeable and honest financial advisor.
26-05-2015
