As Financial Planners for capital investing, we understand what investing means to you. You’ve worked hard for your money, and you have long-term dreams that can only come true if your money grows over time. At IFP, we want to be a part of your success. We want to use our professional skills and financial acumen to give you the future you desire.
We know the subject of investing can be challenging for residents. Our clients are faced with the following problems when considering an investment plan:
This is not an easy question to answer, but we'll help you weigh up a sensible amount to invest based on your own personal sitution. At IFP, we will guide you through all the processes to give you the best chance of making a sensible, informed decision.
Our investment team help you decide where to invest your money providing advice on which funds, stock, fixed income portfolio is best for your risk profile and timeframe. We look at your income and expenditure alongside your financial goals and help you choose an investment strategy that best reflects your lifestyle. Above all, we are committed to ensuring your money works for you.
We subject our investment decisions to risk assessments and your investment tenure before recommending them to you. Our goal is to focus on long-term growth for your money, while considering preservation. You will have online access to view your investments and we always seek you approval before making any investment changes.
Getting started with us involves the following steps:
We focus on getting to knowing you first – what your investment goals are and what your tolerance for risk is. This helps us decide the asset mix for your portfolio, ensuring that you get the best recommendations from our advisers.
The information we get from you helps us research and draft an investment plan for you as our investment adviser examine the best options to achieve your desired goals.
Once your adviser has researched your suitable investment options to meet your goals, we set up a meeting to discuss these with you.
Once your investment plan and strategy is agreed upon, we move to implementation. This phase is where we complete any necessary paperwork to so that your money can start working for you. Your investment account is opened and all other processes are handled by us.
Our investment team constantly reviews market options based on your investment goals to chart the right course for your money. You’re assured of regular reviews and recommendations for action. You can always use our support team to make any enquiries regarding your investment and you will also have online access to view your investments.
IFP guarantees the most professional practices in managing your investment. Citizens can rest assured of the best of expertise and investment know-how in the design of investment strategies for each client.Build a better tomorrow today! We look forward to hearing from you. Get in touch with us today, you are entitled to a complimentary financial planning assessment.
Investing capital is a sum of money set aside to be managed by an individual or third party to yield a dividend in the future. This may be in preparation for retirement, education trust fund or staying ahead of inflation.
Our investment strategies are designed based on the goals of our clients. The timeframes we usually work with are, medium to long- term goals, but can provide advice for any personalised timeframe. Does my investment knowledge affect my success? No. On the contrary, our team of experts have the knowledge to guide you through deciding which investment strategy to take so you don’t have to.
We don’t arbitrarily recommend certain investment options. Our clients’ goals allow us to recommend particular investments and strategies to suit them. Our experience with helping clients meet their objectives means we're perfectly placed to recommend the best investment options for you.
All discussions in our initial conversation are complimentary.
Our minimum capital investment starts at USD $10,000. The amount you invest will depend on your own situation and can be discussed with our advisers, as we are focused on giving you a customised investment experience.
All investment plans we offer in the British Virgin Islands are fully portable wherever you may move to.
We accept deposits in US Dollar (USD), Pound Sterling (GBP) and Euro (EUR).
Our investment plans are subject to subsequent reassessments throughout your journey. We are ready to assist you on your investment journey and that involves guiding you if you want or need to make any changes to your plans.
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