Company Details

Independent Financial Services (UK) Ltd

 

Head Office                 404 The Waterfront, StonehousePark,

                                    Sperry Way , Stonehouse, Gloucestershire.  GL10 3UT

                                    Telephone 01453 797500     Fax 01453 797559

                                    E-mail: ifs@theifsgroup.com

 

Registered Office       404 The Waterfront, StonehousePark,

                                    Sperry Way , Stonehouse, Gloucestershire.  GL10 3UT

                                                                       

Key Personnel

           

Barry Wycherley , ACIB, Chairman                                

In 1990 Barry launched Nationwide Independent Financial Services, having previously been an Executive Director with Nationwide Estate Agents.  He is an Associate of the Chartered Institute of Bankers, and, as a Business Consultant, has worked with several financial institutions on a number of initiatives including the launch of the UK’s first Renewable Energy Equity fund. He has a particular interest in Social and Environmental initiatives.  He is Finance Director for IFS, and is also responsible for the development of IT Systems within the group.

           

Paul Baker , DMS, Cert PFS, Managing Director           

As a senior manager, Paul worked closely with Barry for several years in developing Nationwide Independent Financial Services to become a major UK firm of Independent Financial Advisers.  He has been in the Financial Services industry for most of his working life, gaining his original training with Norwich Union.  A specialist in business development and strategic planning, he also holds a Diploma in Management Studies, and is the key account manager for our schemes with strategic partners.

 

Peter Duffy, BSc, DMS, Cert PFS, PIC,Director

As Director of Associate Development, Peter uses his vast experience of managing financial advisers to maximise their potential.  An acknowledged expert on the advisory process, Peter has also developed many national initiatives and projects.  He too holds a Diploma in Management Studies as well as the Professional Investment Certificate from the Institute of Financial Services.  He is both the Compliance Officer and the Training and Competency Officer for IFS (UK) Ltd.  He has worked for several major companies in the insurance industry, both full time and on a consultancy basis, and has designed training and competency schemes for several national IFA’s.

 

Dick Tunney, Cert PFS, ACII, Director

With over 30 years experience in Financial Services, both with Insurance Companies and for the last decade as an IFA, Dick has a reputation as an expert in Personal and Corporate financial planning.  A successful Manager, Dick also fulfils a marketing role with IFS.

                                   

Steve Venables, Cert PFS, Business Development Manager

Steve has a wealth of experience in both developing and account managing business initiatives and is a major force in assisting IFS to with our major organisations. Having been in the industry for over 20 years, he is a practising IFA and therefore understands the issues facing IFAs at the point of sale.

 

Company Details                  Registered in England              No: 2937166

                                                VAT Registration                       No: 639 5142 26

                                                Consumer Credit Licence           No: 381147

                       

Shareholding                        96% of the shares of IFS (UK) Ltd are owned by the

Executive directors detailed above. There are no institutional shareholders.

 

Financial Services Act          Independent Financial Services (UK) Ltd is an Appointed Representative of The Falcon Group Plc, which is authorised and regulated by the Financial Services Authority             

                                               

Other Memberships             Membership of the Personal Finance Society

Patron of the Institute of Financial Services (formerly the Chartered Institute of Bankers)

Individual Memberships of Chartered Insurance Institute, and The Federation of Small Businesses

 

Compliance Personnel         Compliance Officer                   -           Peter Duffy

                                                Training & Competency Officer  -           Peter Duffy

                                                Money Laundering Officer          -           Paul Baker       

 

Bankers                                   HSBC Bank, PLC, 4 King Street, Stroud, GL5 3DS

 

Accountants/Auditors           Randall & Payne, Chartered Accountants,

                                                Rodborough Court ,

                                                Rodborough Hill, Stroud, Glos.

 

Solicitors                                Winterbothams

                                                4/7 Rowcroft, Stroud, Glos. GL5 3BJ

 

Referees can be supplies on request.  


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