Getting Started

Q: Who is IFP?

A: Founded in 2000, IFP is an independent financial planning company with offices in Bermuda and the Cayman Islands. We provide impartial, independent investment advice and can advise on a range of products and strategies best suited to you.

Q: How do I start investing?

A: Getting started is easy. With savings plans ranging from $300 per month to lump sum investments from several thousand dollars to millions of dollars, we offer personalised strategies and structures giving you the flexibility to build a portfolio that matches your goals, capabilities and attitude to risk.

Q: What investment experience do I need?

A: No experience is necessary. As your independent financial advisers, we’re here to answer any questions you have. With over 25 years of investment experience, we are the preferred provider of independent wealth management services in the Cayman Islands.

Moving a pension

Q: Can I take my retirement plan with me when I leave Cayman?

A: Yes, we offer internationally mobile retirement plans that can stay with you throughout your investing life. Whether you remain here in Cayman or move elsewhere, these portable structures remain accessible, flexible and user-friendly.

Q: Can I keep contributing to my plan if I leave Cayman?

A: Yes, we can structure your retirement plan to receive any currency you wish and you can continue to make contributions right the way through to retirement.

Q: Can I transfer my UK pension?

A: Any UK expat citizen between the ages of 18 and 75 may apply to move their existing non-state UK pension to a plan administered outside of the UK. This brings significant investor benefits including tax-free growth and a wider choice of investment opportunities. Contact us today and we’d be happy to guide you through the process.

Types of investments

Q: What types of investments are available?

A: We offer a range of top-tier products including multi-currency, multi-purpose funds, international savings plans, mutual funds, structured products and hedge funds.

Q: What is the minimum investment?

A: With plans starting at $300 per month or $1000 lump sums, we can cater to a range of investor profiles. Whether you’re an everyday investor or a high net worth individual, we provide bespoke solutions to meet your needs.

Q: Who can invest?

A: From private clients and families to trusts and corporations, we offer superior and impartial investment advice to help create a better financial future.