4 Knapp Road
Cheltenham
Gloucestershire
GL50 3QQ
Tel: 01242 253339
Fax: 01242 241532
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case studies

The following are sample client situations.  They show how, subject to individual circumstances, needs and objectives, with the help of the professional advisers at Direct IFC, clients are able to meet their objectives and goals.

Please click to read the case studies below:

Financial planning for a business

A 56 year old divorcee's financial planning

FInancial planning for a retired divorcee

Retired Husband & Wife & their financial planning

Financial Planning for a young family and their children

Direct Independent Financial Consultants is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Services Authority. TenetConnect is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers in the UK.

The Financial Services Authority does not regulate Inheritance Tax Planning