IDC Wealth Management Limited is a family run business based in Wolverhampton operating throughout the West Midlands, Shropshire and Worcestershire and offers financial advice to both individuals and companies. Our areas of expertise include:
• Investments and Pensions Advice
• Inheritance tax and Wealth Preservation planning
• Life Assurance including Business Protection arrangements
• Mortgages including Buy to Let and Commercial Finance
Ian Cosnett is the Managing Director and has over 35 years’ experience in providing personal and corporate guidance working closely with a number of respected law firms and Accountancy practices.
We are a restricted advice firm and Appointed Representative of Sanlam Partnerships Ltd, part of Sanlam, the Global Financial Services Business, that offers us significant business support in both research and technical knowledge and product design. However, where clients need, want or require alternative solutions we are also able to offer Whole of Market advice and solutions.
Ian is supported by his wife Debbie and daughter Rebecca who both work tirelessly to ensure the client experience runs smoothly and efficiently.
We understand that planning one’s finances can appear daunting at times, but we work with all of our clients to establish their goals including both financial and personal aspirations. Our aim is to help prioritise objectives and formulate realistic time driven plans to meet those goals and objectives.
All of our recommendations are provided in a written report detailing all aspects of the advice being given. Payment for our services can be structured in a number of ways relating to pension and investments advice either by making payment directly or having costs met via a deduction from relevant investment or pension plans. Some product types will pay us commission which will often cover the cost of advice. Either way we will disclose our fees transparently and in writing within our Client Agreement prior to work being undertaken on your behalf.