For nearly a decade, wealth management experts International Financial Planning Ltd. (also known as IFP) have provided superior investment advice to the local market. “We opened our Cayman doors in 2005 and since then have grown into a firm with a substantial portfolio of clients and funds under management”, explains Jonathan Adam, Co-Founder of IFP. “We now have four senior advisers on staff. Our footprint is getting bigger but our ethos remains the same, helping clients achieve their goals is the heart of what we do”.

Founded in 2000, IFP is an independent financial planning company with offices in Bermuda and the Cayman Islands. Drawing on its relationships with the world’s leading investment service providers, IFP brings some of the best products to the Cayman market. “We continuously monitor all major global banks and investment vehicles to ensure we offer the best opportunities to our clients. Whether through mutual funds, structured products, international savings plans or hedge funds, IFP can help generate wealth and create greater financial freedom”, states Mr. Adam.

Specialising in retirement planning, regular savings and lump sum investments, IFP offers expert, impartial investment advice. “Whether saving for your children’s education, a new business or a comfortable retirement, we can help. Our team of seasoned investment advisers has provided bespoke solutions to private clients, trusts and corporations for over 13 years”, says Mr. Adam, adding “We work closely with each client to identify specific needs. We then create a solution that best matches those objectives- whether you’re looking to make a lump sum investment or save on a regular basis, we offer fully customisable plans giving you the flexibility to build a portfolio that matches your goals, capabilities, and attitude to risk”.

“One of the major concerns our clients have is how best to plan for retirement. At IFP, we will provide a complete review of your circumstances, identify any shortfalls in your planning and help illustrate just how much should be set aside for a comfortable retirement”, he states. Considered experts in their field, IFP also offers internationally mobile structures, specifically for those who need to take their investments with them.

Given their long-standing relationship with the island, and over 25 years in the industry, it’s clear to see why.

IFP is a leading provider of wealth management services in the Cayman Islands.

IFP currently offers a confidential, no-obligation review to discuss your personal financial goals and outline an investment strategy best suited to achieving them. For more information please call +345 769 5352 or email IFP at [email protected].

Alternatively, you can visit them at Grand Pavilion, 802 West Bay Road, Grand Cayman or www.ifp.ky.

Photo attachment: Jonathan Adam, Co-Founder of IFP