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Mission Statement

"Our objective is to be the firm of choice for those seeking high quality independent financial planning advice.

We are a values driven company and aim to differentiate through a consistent client focused service proposition that is delivered smoothly by a professional, highly qualified, motivated and happy team.”

Core Values

We will at all times act in an ethical, moral and truthful manner.

We will:

  1. Comply with the Code of Ethics of our professional bodies, all relevant laws and regulations.
  1. Act with the highest ethical standards and integrity.
  1. Act in the best interests of each client.
  1. Provide a high standard of service.
  1. Treat people fairly regardless of:
    • race or racial group;
    • sex or sexual orientation;
    • religion or belief;
    • age;
    • and disability.


Independent Investment Associates Ltd is authorised and regulated by the Financial Conduct Authority

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