Creating & Managing Wealth

Over 50 years of experience helping individuals and companies find comprehensive solutions.

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Mission

  • A group of people sitting at a table, smiling and working together in an office or collaborative workspace with a laptop and glasses of water.

    Financial Independence

    Our mission is to partner with you to create your financial independence, to protect your family, your business and to build a legacy.

  • People working at a desk with a laptop, tablet, and documents, discussing data and financial charts.

    Tailored Solutions

    We are driven to provide objective, tailored solutions that enhance your life. We are committed to maintaining the highest standards of trust, integrity and professionalism in our relationship.

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    Quality Service

    Through comprehensive and holistic financial planning, we endeavour to fully understand your financial situation and provide you with only the highest quality service & advice.

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Industry experts with over 50 years experience. We tailor our solutions to your individual needs.

Find out more about us
Find out more about us

What we do

  • A scientific diagram illustrating the hydrogen atom with a nucleus in the center and an electron orbiting around it.

    Holistic Financial Planning

    Planning for your future financial needs can be a complex task, and as recent market events have shown, proper planning is essential.

  • A bar chart comparing the number of jobs lost and gained in the United States from 2008 to 2010, with bars labeled for each year and categories for jobs lost and gained.

    Investments & Pension Planning

    Here we explain why having separate “pots” for your different goals is important, what the pots can do for you, and describe the options available to you.

  • Pie chart showing data with three segments, one labeled as 40%, another as 60%, and a third labeled 'Other'.

    Product Arrangement

    Should you wish to arrange a financial product, such as an ISA or SIPP, with the benefit of financial advice, we are whole of market advisers and can assist you with this.

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Professional, tailored financial planning

De Courcy Financial Planning provides impartial financial planning advice to private and corporate clients. We specialise in assisting with the creation of wealth and wealth management, providing professional, tailored financial planning advice, which helps to grow and protect client's wealth.

Ian Ford Robertson is a highly qualified financial services professional, who operates with the highest levels of trust and integrity. Our objective is to put the client’s interests at the heart of everything we do.

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Meet our team >

FAQs

  • Yes, we can assess your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future.

  • All pricing is tailored to individual client needs after the free initial consultation. Investment advice is fee based, so no commission is payable. For protection products, such as life assurance, commission is sometimes available, which may negate the need to charge a fee.

  • Yes, we offer a completely free initial consultation. Following this, if you wish to proceed with a financial plan we will agree on the cost of this with you.

  • To ensure we can provide a value for money service, we recommend having minimum investable assets of £250,000.

  • We cover the majority of the south-east of England, including Essex, Hertfordshire and Kent.

Request a consultation
Request a consultation