WHAT WE DO
AT IMS.

IMS is an independent financial planning and investment advisory practice founded by Brian Goodall in 1985, specialising in Investments and retirement planning. Our focus is on building long-term relationships based on trust, discretion, and personal attention - helping clients achieve their financial goals at a level of risk appropriate to their circumstances and objectives.

HOW DO WE DO IT.

We start by understanding your current financial position, needs, and future goals. From there, we develop a personalised strategy: allocating assets across equities, bonds, property, and cash while taking tax, estate planning, retirement, and income requirements into account. We then monitor your plan, review it as circumstances change, and keep you informed through ongoing advice and regular reporting.

Investment Management Services CC (Registration no: 1985/014507/23) is an authorised financial services provider with FSCA number 3438