Personal Finance Portal

Personal Finance Portal

01923 627000


What our clients have to say about us


What our clients have to say about 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

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.

Get In Touch

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

Tel: 01923 627000

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