Welcome

Independent Investment Associates Limited (IIA) is a leading Independent Chartered Financial Planning firm offering high quality unbiased financial planning advice to individuals and trustees, and currently manage over £325 million of client funds.

Chartered is widely regarded as the 'gold standard' and we are rightly proud that all of our senior Financial Planners are individually chartered as well as the firm itself, something which sets us aside in the area.

Welcome to our website, which explains about our services, the firm, our staff and our approach to financial planning.

Financial planning involves establishing your goals and working out what you want from life and how to plan your finances accordingly. We work closely with our clients and their other advisers, such as solicitors and accountants, to achieve this.

Being transparently independent and privately owned allows us to focus completely on providing our clients with a truly personal service.