intentional, individual and innovative financial planning
intentional, individual and innovative financial planning


Our services are operating as normal, with the exception of face-to-face meetings. We continue to offer advice on investments, pensions, mortgages and insurance. Staff are working remotely and are able to facilitate remote meetings.  Our main telephone line is redirected to staff working from home.

We would encourage existing clients with any concerns to contact us without hesitation.

If you are a prospective client we would welcome the opportunity to have an initial consultation at our expense.

At iPlanning we believe that great financial advice should be central to shaping our clients’ futures and steering them toward their goals.

We have experienced how quality advice from trusted financial advisers can make a real difference in our clients’ lives, giving them confidence that they are on course to a secure financial future.

We aim to enhance the traditional approach to financial planning by encouraging our clients to:

  • Live intentionally
    Rarely do you achieve your goals by accident.
  • Embrace innovation
    Whenever it can help and not hinder
  • Celebrate individuality.
    You are unique and this should be reflected in your financial plan.

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