Investors Planning Associates Financial Advisers
Established in 1970, Investors Planning Associates is a national firm of financial advisers with a local touch. Our Head Office is in Hertfordshire and we have Associates covering the four corners of England and Scotland.
Assisting with life’s financial complexities
Our principal objectives as financial advisers are to assist our clients with life’s financial complexities, encouraging them to look past the distractions generated by financial markets, government changes and media ‘noise’ to identify their aims and aspirations. This could be utilising existing finances for an immediate or short-term need or perhaps accumulating further wealth over the longer term to meet income needs in retirement.
Technical knowledge and experience
Our Associates provide a professional, personal financial advice service backed up by technical knowledge and experience throughout the firm and by careful, first-class administrative service for clients and Associates alike. We believe that this makes a fundamental difference to the financial well-being of our clients.
Our key principles
Investors Planning Associates is owned by its Associates and staff so we have a strong cultural identity centred on our key principles of loyalty, integrity and diligence which apply to our relationships both with our clients and with each other.
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Treating Customers Fairly
Investors Planning Associates is regulated by the Financial Conduct Authority (FCA) and we are happy to work within a regulated environment which prioritises the interests of clients.
We have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support.
Want to find out more information?
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.