IQ Financial Advice (formerly John White Associates) was formed in 2003 to look after the financial needs of clients through the county of Lincolnshire and beyond. Based in Lincoln with a further office in Brigg, Financial Adviserwe specialise in the provision of financial planning and guidance to individuals, trustees and businesses. Most of our private clients own their own business or have since retired and our services are typically best suited to similar individuals. However we have clients from all walks of life and our main criteria in you becoming a client is that you take an interest in your financial situation and that we feel we can add value to it. We understand that our clients live busy lives and are therefore happy to meet you at either at our offices or at a location of your choice.
I was introduced to James Espin by my accountant when I enquired with them about how to deal with my pension savings. At that time I thought my only option was to convert my pension savings into a pension plan.
