Independent Financial Advisers
intentional, innovative & individual financial planning
COVID-19 UPDATE
Our services are operating as normal. We continue to offer advice on investments, pensions, mortgages and insurance. Staff are working both remotely and from the office. We are able to facilitate both face-to-face and remote video meetings.
The office is open by appointment only. Face-to-face availability is limited, please contact us to make arrangements.
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.
intentional
Some things happen by accident. The best things happen with a little intention. A favourite metaphor of ours involves a ship drifting at sea. It is making its way somewhere, but probably not to where the passengers want to go. Life is a constant series of small adjustments. Without intention, will you end up where you want to be?
innovative
The world is constantly changing. People’s needs are changing. Their situations are increasingly complex. Products and strategies that worked 10 years ago might not be fit for purpose today. At iPlanning we are not afraid of change. Change is an opportunity to innovate.
individual
Good advice should consider your specific needs and circumstances. We are committed to spending time getting to know you, ensuring we provide the right advice at every stage of your life. You will be assigned your own dedicated adviser who will take the lead in delivering our service to you and provide continuity throughout your journey with us.