Investors Planning Associates Ltd

Since Investors Planning Associates was established in 1970, we have always believed that professional personalised financial advice makes a fundamental difference to the financial well-being of our clients.

We understand that people have busy lives and are unable to dedicate time to researching, understanding and implementing their financial strategies without the right support.

We therefore believe our role is to do for our clients what they would do for themselves if they had our expertise, time and inclination.

Each individual client has their own requirements in terms of what their wealth needs to achieve for them in particular, but all clients can benefit from a trusted adviser guiding them through the complexities of financial planning and the myriad of solutions available.

At Investors Planning Associates, our relationships with our clients are based upon integrity, trust and transparency.

Your Associate invests time in their relationship with you to truly understand your objectives as well as your attitudes towards investment risk. They work with you to establish what's really important to you and make the appropriate financial plans to achieve your goals.

We typically add value for our clients by:

• – Simplifying your arrangements and giving you more control.
• – Reducing the anxiety and uncertainty over your future financial position.
• – Helping you to make smart financial decisions.
• – Using best of breed solutions to execute your chosen financial strategy.
• – Providing on-going support, advice and management of your financial plan.

If you wish to discuss this further with one of our Associates, please contact our Head Office :

Sterling House
175 High Street
Rickmansworth
Hertfordshire
WD3 1AY
Tel : 01923 627000
Email : enquiries@investorsplanning.co.uk

Registered in England Number 992112 VAT Registration No. 467 243 827 Authorised and regulated by the Financial Services Authority No 114592 investorsplanning.co.uk is the trading name of Investors Planning Associates Limited.