What we do
Our story
Belper IFS has been helping local families, business owners and individuals achieve their financial goals since 2009.
- We’re a high street business with strong local roots, not a faceless online or telephone-based operation.
- We’re not only seen in good weather. We’re visible in the storms too, when adversity inevitably comes along, we will be there.
- It means we get to know all about you and your dreams and aspirations before taking care of everything you need to become more financially secure.
- We offer a comprehensive range of financial services designed to meet your diverse needs, from investments and pensions to protection and estate planning.
- But more than that, we offer a friendly welcome, impartial advice that’s in your best interests, and an easy way to navigate the often-complex financial landscape.
- Our strategic guidance can help you build and manage your investment portfolio, make informed decisions about your retirement options, and safeguard your financial wellbeing.
You can expect friendly, personalised and professional service to guide you on your financial journey with confidence. Why not pop in and say hi?
Why we do it
Our values
Our core values drive everything we do and enable us to build a business based on what we believe in…
Enjoy it
First and foremost, we do this because we like to do it! We love to help. It feels good to keep a client happy and willing to pass on our name to other friends and family.
Empathy
We understand that financial matters can be complex and emotional. So, we listen attentively and create a supportive environment where you feel heard and valued. We tune in with you, are on the same wavelength and speak the same language as you, whether you’re a high court judge or a shop worker.
Empowerment
We empower you to take control of your financial future by providing the knowledge and guidance you need to make informed decisions and achieve your goals. We take great satisfaction from helping you develop your own financial knowledge and resilience, so you have confidence and trust in us and our solutions
Integrity
We act honestly, ethically and transparently in all our interactions, ensuring that trust and confidence are the foundation of our relationship with you.
Nurture
We want to build a long-term relationship with you, to nurture your financial wellbeing and provide ongoing support and guidance throughout your financial journey.
Proactive
We anticipate and respond to your changing needs, goals and market dynamics, providing timely and relevant advice that helps you stay ahead and make well-informed decisions.
Why Belper IFS?
Work with us
At Belper IFS, we’re dedicated to helping you protect and maximise your wealth, ensuring a financially secure future that reflects your aspirations.
Regardless of where you are in your financial journey, our priority is to understand your current situation and long-term objectives.
With this knowledge, we provide personalised advice and tailored recommendations that align perfectly with your unique circumstances.
Our unwavering commitment lies in fostering long-lasting relationships, delivering exceptional financial guidance and offering practical solutions that propel you towards your goals.
You can have complete peace of mind as we handle all the necessary steps to make your financial dreams a reality. It all starts with a conversation.
Regardless of where you are in your financial journey, our priority is to understand your current situation and long-term objectives.
With this knowledge, we provide personalised advice and tailored recommendations that align perfectly with your unique circumstances.
Our unwavering commitment lies in fostering long-lasting relationships, delivering exceptional financial guidance and offering practical solutions that propel you towards your goals.
You can have complete peace of mind as we handle all the necessary steps to make your financial dreams a reality. It all starts with a conversation.