Business Details
Your Trusted Partner for Financial Adviser Solutions
Established with a commitment to delivering comprehensive wealth management solutions, I F S Wealth Managers specialises in guiding individuals, families, and businesses through strategic financial planning. Our approach prioritises long-term client relationships, ensuring tailored advice that evolves with changing financial needs. As a Partner Practice of St. James's Place Wealth Management, we combine industry-leading expertise with carefully selected third-party products to address diverse financial objectives. With over two decades of experience since 1996, our team focuses on investment planning, retirement strategies, protection, and intergenerational wealth management. We operate under the rigorous standards of the Financial Conduct Authority, maintaining transparency and integrity in all client interactions.Our services are designed to help clients build, grow, protect, and preserve their wealth through personalised strategies. Headquartered in Bawtry, we serve clients nationally while upholding a localised, client-centric ethos. By integrating St. James's Place's resources with independent provider offerings, we ensure access to best-in-class financial solutions. Our dedication to continuous professional development ensures clients receive forward-thinking advice aligned with regulatory excellence. Through collaborative partnerships and a focus on client education, we empower informed financial decisions that secure lasting prosperity.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Intergenerational Wealth Management
Highlights and features
- We build long-term, personal relationships to understand your unique financial needs.
- Our partnership with St. James's Place provides access to industry-leading wealth management solutions.
- We offer tailored financial strategies combining St. James's Place products and curated third-party offerings.
- Our team has over 25 years of combined experience in financial services and wealth management.
- We prioritise transparency, regulatory compliance, and client education in all financial advice.
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Partnership
Services
Investment Planning
Our investment planning service helps clients grow their wealth through tailored strategies aligned with their risk tolerance and financial goals. We offer access to St. James's Place funds and carefully selected third-party investment products. By conducting comprehensive market analysis and regular portfolio reviews, we ensure optimal asset allocation to maximise returns while managing risk effectively.
Retirement Planning
We specialise in creating customised retirement plans that ensure financial security during your post-working years. Our approach considers pension consolidation, tax-efficient withdrawals, and income generation strategies. We help clients navigate complex pension regulations while optimising their retirement savings through St. James's Place solutions and independent provider options.
Protection Planning
Our protection planning service safeguards clients' financial well-being through life insurance, critical illness cover, and income protection policies. We assess individual circumstances to recommend appropriate coverage levels, ensuring families and businesses remain protected against unforeseen events while maintaining financial stability.
Mortgages
We provide expert mortgage advice covering residential and buy-to-let financing options. Our service includes mortgage sourcing, affordability assessments, and remortgaging strategies. We help clients navigate the complex mortgage market to secure competitive rates that align with their long-term financial objectives and property investment goals.
Corporate Services
Our corporate services cater to business owners seeking strategic financial solutions. We offer company pension schemes, executive benefits, and business protection products. By understanding commercial challenges, we help businesses attract talent, ensure continuity, and implement tax-efficient financial structures that support sustainable growth.
People
Matthew Gleadall
Managing Director
Matthew Gleadall founded I F S Wealth Managers in 1996, bringing over 25 years of financial services experience. He specialises in holistic wealth management, focusing on building long-term client relationships. His expertise covers investment strategies, retirement planning, and intergenerational wealth transfer solutions.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, protection policies, mortgages, and corporate financial solutions tailored to individual and business needs.
How do you work with clients?
We build long-term relationships through personalised consultations, creating custom financial plans that evolve with your changing circumstances and goals.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What areas do you cover?
Based in Bawtry, we provide services nationwide across the UK, supporting clients with both localised and national financial solutions.
How are your financial strategies developed?
Our strategies combine St. James's Place's industry expertise with carefully selected third-party products to create comprehensive, tailored financial solutions for each client.
