IRIS Partnership Services

At IRIS Partnership, we understand that financial decisions are some of the most crucial choices you'll make in your lifetime. Whether you're looking for a mortgage, seeking protection, or aiming to invest, our expert advisors are here to guide you every step of the way.

IRIS

Mortages

Securing the right mortgage is a crucial step in achieving your homeownership goals. Our mortgage advisors work closely with you to navigate the complexities of the mortgage market. We assist in assessing your borrowing capacity, exploring suitable mortgage options, and securing favorable terms. Whether you're a first-time buyer, looking to remortgage, or interested in buy-to-let properties, we provide personalised advice to help you make informed decisions.

Protection

Protecting your financial well-being and that of your loved ones is paramount. Our protection services encompass a range of insurance solutions, including life , critical illness cover, and income protection. We conduct a thorough analysis of your needs, helping you choose the right level of coverage to safeguard against unforeseen events. Our goal is to provide peace of mind, knowing that you and your family are financially protected.

Pensions

Planning for a secure and comfortable retirement is a cornerstone of our pension services. Our experts evaluate your current financial position, project future retirement needs, and design a comprehensive pension strategy. We guide you through pension planning, including workplace pensions, personal pensions, and self- invested personal pensions (SIPPs). Our aim is to ensure that you have a robust pension plan in place to enjoy a financially stress-free retirement.

Investments

Building and managing a successful investment portfolio is central to wealth creation. Our seasoned investment advisors craft personalised strategies tailored to your financial goals and risk tolerance. We provide guidance on asset allocation, investment selection, and ongoing portfolio management. Whether you're saving for a specific goal or seeking long-term wealth growth, we are dedicated to optimising your investment journey.

WE ARE IRIS PARTNERSHIP
- EST. 2008 -

© Copyright The IRIS Partnership.
IMPORTANT: The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The Iris Partnership is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Trusts and Inheritance Tax Planning.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited.

Phone: (01698) 350070
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