Personal Finance Portal

Personal Finance Portal

01923 627000
  • Why choose Investors Planning Associates?
    Since we established Investors Planning Associates in 1970, we have always believed that professional, personalised financial planning makes a fundamental difference to the financial well-being of our clients.

    Read More
  • Our Experience
    All of us have aspirations, but when it comes to our finances, life can seem complex at best and often overwhelming due to competing demands on our money.

    Read More
  • Advice you can trust
    At Investors Planning Associates, as we are not tied to any financial institution, we are able to give objective and impartial advice on investments, protection and mortgages.

    Read More
  • Our Clients
    Investors Planning Associates has been built on the foundations of honesty, reliability and the provision of an excellent service.

    Read More
  • Our Approach
    At Investors Planning Associates, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

    Read More
  • Our People
    Meet the Investors Planning Associates team.

    Read More
  • Safeguard
    SAFEGUARD is a service for professional athletes that has been developed by Investors Planning Associates.

    Read More

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.

Download our Mobile App

App Store App Store

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.

Ehson and Keith were amazing to deal with and they managed to secure 3 mortgages with minimal fuss in the space of a short time. I will be using them going forward for life for all my financial planning.

Miss S

Richard was patient and clear; I was able to go through every point I needed to and each was answered thoroughly and explained.

Ms F

Graham was absolutely excellent. He took time to explain & pitched his explanation at the right level. He was professional at all times but added humour and fun into what could be a dull process. Fabulous follow up & kept me advised/informed at all times. A Credit to your company.

Mr C

We have been with IPA for many years. Financial management in later life could be a worry but I have to say IPA and its representatives manage our financial affairs with confidence which in turn makes us feel confident. (Toby Hill)

Mr B

I found them very understanding and caring when I had a loss of my husband, spending time and helping me with my paperwork.

Mrs B

I have been using Maurice Mannaseh's services for many years now - as my mother did before me - and I have been entirely happy with the advice and plans he has offered me and would readily recommend him and his firm to other investors.

Mrs D

Mr Roth has been my financial advisor for at least 25 years and his advice has been invaluable with the result that I have been able to have a happy debt free retirement.

Mrs M

Shabaz is patient & ensured I comprehended all discussed. He is approachable and is a good listener. I Feel confident with him. He always says he is at the end of the phone if I need to speak to him. My finances have grown. Thank you Shabaz.

Miss G

We would like to say how Andrea was so helpful in explaining how my pension monies would work for us. She even came back to advise us on a better way which helped me with my finances. Andrea is a very understanding and pleasant person who knows what she is talking about and has the ability to put this over in a very understanding way.

Mrs S

I can’t speak highly enough about Ehson Dejahang. His advice to me has been first class and he has delivered on what he said he would. Ehson gave me support and encouragement when I really needed it. He was confident and he delivered. He developed and implemented a short term solution along with a medium/longer term solution which is now coming to fruition. I would highly recommend him to anyone who requires financial advice.

Mrs F

We have been very pleased with Emma McLaughlin, she is very informative and easy to talk to. We are very pleased how our investments are going.

Mr S

I have always felt very reassured by Mark Johnson's advice. He takes tremendous care of my financial needs and nothing is too much trouble. This gives great confidence that I am being well looked after.

Dr J

Maurice is very kind and attentive. If he is not available he always gets back to me very quickly. He is also very patient if I need anything explaining. I would not hesitate to recommend his services.

Mrs B

Understanding and conducting financial matters and investments has never been one of my strong points. Thankfully I am guided by Michael Travis who has unending patience and the ability to clarify the mysteries of financial transactions. I have complete faith in his assessment of my needs and the advice he gives me.

Mrs S

Mr Narinder Virdee is an outstanding individual. He has highest communication skills, listening carefully to our needs and always giving the highest degree of advice no matter how big or small. We have the utmost respect and trust in Mr Virdee and we cannot thank him enough.

Mr D

I found Scott to be a very competent yet extremely personable individual who dispensed with ‘jargonistic’ parlance and told it clearly.

Mr L

After being very dissatisfied with other financial advisers, Neil Appleby is totally professional in every way. It is reassuring to deal with this gentleman whose advice is sound and thoroughly investigated before approaching his client to their financial benefit. He is a pleasure to deal with and certainly has given us good advice on all aspects of our investments.

Mrs C

Ian & Trish are always helpful & friendly when I need them. I would certainly recommend them to someone needing financial help.

Mr J

Get In Touch

Investors Planning Associates Limited
Sterling House, 175 High Street,
Rickmansworth, Herts WD3 1AY

Tel: 01923 627000

Digital Magazine

To download our personal finance magazines and financial guides packed full of informative financial news, simply click on the button below to visit our knowledge centre.

Read More

Latest Financial news

To read the latest financial news please click on the button below to visit our news page.

Read More