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.
Our Associates provide that professional, personal financial planning service backed up by technical knowledge and experience throughout the firm and by careful, first-class administrative service for clients and Associates alike.
Mutually owned, we have a strong identity centred on our key principles of loyalty, integrity and diligence which apply to our relationships both with our clients and with each other.
Navigating complex financial markets
With our Head Office in Hertfordshire and Associates covering the four corners of England and Scotland, we’ve been helping clients navigate complex financial markets for many decades, and from the very beginning our business has evolved primarily through client recommendations.
Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, Investors Planning Associates have the expertise to provide the solutions.
At Investors Planning Associates, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and for their businesses, and achieve their objectives in the most cost-effective and tax-efficient way.
Advice that is most appropriate to your individual needs
This is important because there are a myriad of different options available, and our clients can be certain that any investment, insurance or mortgage recommendations that we present for consideration are the most appropriate for their individual needs.
In other words, recommendations that are completely in our clients' interests – not someone else’s.
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.