Company Details
Independent Financial Services (UK ) Ltd
Head Office
404 The Waterfront,
Telephone 01453 797500 Fax 01453 797559
E-mail: ifs@theifsgroup.com
Registered Office
404 The Waterfront,
Key Personnel
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
As a senior manager, Paul worked closely with Barry for several
years in developing Nationwide Independent Financial Services to become a major
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
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
Company Details
Registered in
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
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,
Accountants/Auditors
Randall & Payne, Chartered Accountants,
Rodborough Hill, Stroud, Glos.
Solicitors
Winterbothams
4/7 Rowcroft, Stroud, Glos. GL5 3BJ
Referees can be supplies on request.
