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.

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  • 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.

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  • 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.

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

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  • 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.

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  • Our People
    Meet the Investors Planning Associates team.

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

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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.

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 is continuing the previous good service provided by IPA

Mr B

The service by Mr Dove was accurate, polite and clear to understand. I would recommend IPA for financial investing etc to anyone who needed it.

Mr S

I am happy with Toby’s advice and information - I have given his name to others.

Mrs A-H

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

We trust you to take good care of our hard earned money and invest it in the best way possible so that we will reap the best reward. (Maurice Manasseh)

Mr & Mrs T

Mr Roth is a pleasure to deal with. He has expert knowledge of his subject and has given me valuable advice over many years.

Mr S

My associate is knowledgeable, up to date, willing and able to answer questions and ensure that the paperwork is correctly and promptly executed. It is also reassuring to know he is supported by efficient staff. (Neil Appleby)

Mr G

I am confident that due to IPA & Mr Hussain, my financial future is now in better hands and will reap me far better returns on my investments.

Mr C

Mrs Sanders has given my wife and I a high degree of confidence with our financial planning. We feel very comfortable with knowing that she has our best interests at heart.

Captain 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

I am very happy with both adviser (Emma McLaughlin) and IPA. Both very helpful.

Mrs S

Kevin Doyle explained everything in a very friendly and efficient manner, and is always available to answer any queries I may have. I would not hesitate to recommend him to family and friends.

Mr T

I have been extremely happy with the clarity of Mark’s explanations and the way he has kept in touch with me concerning recent transactions. Because he was introduced to me with confidence from Henry Dony in whom I had implicit faith and from whom I had had many years of excellent advice I expected that any advice from Mark would be productive and that he would be equally approachable as has so far proved the case.

Ms K

Maurice always gives good and practical advice regarding investments. Always tailored to an individual’s requirements.

Mr S

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

I was purchasing as a first time buyer, and Narinder took all the stress away. Everything went through very smoothly and quickly. I will definitely recommend to others.

Mr S

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

Mr L

With regards to the services provided by Mala Stanislaus in securing a new mortgage for us in challenging circumstances, I would like to highlight Mala’s attention to our requirements, her patient processing of our application and her thorough research into available products. Mala was friendly and professional through the entire process which took months to complete which bears testimony to her diligence and resilience.

Mr G

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

Get In Touch

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

Tel: 01923 627000
Email: enquiries@investorsplanning.co.uk

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