Personal Finance Portal

Personal Finance Portal

01923 627000
N Appleby

Neil Appleby

Role: Financial Adviser
Qualifications: DipPFS
Areas of Expertise:
Investment & Retirement Planning
Address: 5 Paramo House Denmark Street
Darlington Co Durham DL3 0LP
Email: enquiries@investorsplanning.co.uk
Phone: 01325 460860 / 07810 434634
Joined IPA: 1984

Tim Atkin

Tim Atkin

Role: Financial Adviser
Qualifications: DipFA, MLIBF, PETR, CeMAP, CeRER, CeLTCI
Areas of Expertise:
Investment, Retirement, Estate & Protection Planning
Address: 5 Paramo House Denmark Street
Darlington Co Durham DL3 0LP
Email: enquiries@investorsplanning.co.uk
Phone: 01325 460860 / 01923 627041 / 07894 239336
Joined IPA: 2018

H Zeb

Keith Barratt

Role: Mortgage Paraplanner
Areas of Expertise: Providing technical mortgage support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 0207 935 0800 / 01923 627014 / 07930 349067
Joined IPA: 2004

 

 

A Barzanti

Angela Barzanti

Role: Office Manager (Finchley)
Areas of Expertise:
Managing and providing support to a team of Associates in the Finchley office
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627020
Joined IPA: 1994

I Bremner

Ian Bremner

Role: Financial Adviser
Qualifications: DipFA MLIBF
Areas of Expertise:
Investment & Retirement Planning
Address: 14 Crown Drive
Inverness IV2 3NL
Email: enquiries@investorsplanning.co.uk
Phone: 01463 220200 / 07974 704748
Joined IPA: 1982

H Zeb

Hannah Campbell

Role: Trainee Paraplanner
Qualifications: MSci
Areas of Expertise: Providing technical support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627036
Joined IPA: 2011

A Dodia

Liam Chapman

Role: Paraplanner
Qualifications: DipFA
Areas of Expertise: Providing technical support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627035
Joined IPA: 2018

S Covington

Scott Covington

Role: Financial Adviser
Qualifications: DipPFS, Certs CII (MP & ER)
Areas of Expertise: Investment, Retirement, Estate & Protection Planning
Address: 40 Tring Road Dunstable
Bedfordshire LU6 2PT
Email: enquiries@investorsplanning.co.uk
Phone: 01582 661711 / 07846 775158
Joined IPA: 2007

E Dejahang

Ehson Dejahang

Role: Mortgage & Financial Adviser
Qualifications: Cert CII, Cert CII (MP), DipPFS
Areas of Expertise: Mortgages, Investment, Retirement & Protection Planning
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627018 / 07904 071199
Joined IPA: 2009

R Dieppe

Richard Dieppe

Role: Financial Adviser
Qualifications: DipPFS
Areas of Expertise: Investment, Retirement & Protection Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627020 / 07921 862873
Joined IPA: 2014

A Dodia

Alpa Dodia

Role: Paraplanner
Qualifications: DipPFS
Areas of Expertise: Providing technical support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627005
Joined IPA: 2013

G Dove

Graham Dove

Role: Mortgage & Financial Adviser
Qualifications: DipPFS Cert CII (MP)
Areas of Expertise: Mortgages, Investment, Retirement & Protection Planning
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627034 / 07889 663828
Joined IPA: 2015

K Doyle

Kevin Doyle

Role: Financial Adviser
Qualifications: DipFA MLIBF
Areas of Expertise: Investment, Retirement & Protection Planning
Address: Grimsby Business Centre Office No.13
King Edward Street Grimsby NE Lincs DN31 3JH
Email: enquiries@investorsplanning.co.uk
Phone: 01472 311001 / 07507 813357
Joined IPA: 1995

P Flynn

Pauline Flynn

Role: PA/Administrator
Areas of Expertise: Providing admin support to Neil Appleby
Address: 5 Paramo House Denmark Street
Darlington Co Durham DL3 0LP
Email: enquiries@investorsplanning.co.uk
Phone: 01325 460860
Joined IPA: 1999

 

J Hardaker

June Hardaker

Role: Office Manager
Areas of Expertise: Managing the administration team at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627011
Joined IPA: 2013

 

T Hill

Toby Hill

Role: Financial Adviser
Qualifications: DipPFS MAQ
Areas of Expertise: Investment, Retirement, Estate & Protection Planning
Address: 1 Trossachs Close Langney Eastbourne
East Sussex BN23 8HA
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627030 / 07776 001021
Joined IPA: 2011

S Hussain

Shabaz Hussain

Role: Financial Adviser
Qualifications: DipFA MLIBF Cert CII (MP)
Areas of Expertise: Mortgages, Investment, Retirement, Estate & Protection Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627025 / 07723 046810
Joined IPA: 2011

 

M Johnson

Mark Johnson

Role: Financial Adviser
Qualifications: DipFA MLIBF
Areas of Expertise: Investment, Retirement & Estate Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627029 / 07500 934121
Joined IPA: 2011

 

H Zeb

Julia Khan

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627013
Joined IPA: 2017

H Zeb

Ushma Kotecha

Role: Executive Assistant
Areas of Expertise: Providing support to the Executive Directors
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627008
Joined IPA: 2017

H Zeb

Trish Lee

Role: PA
Areas of Expertise: Providing admin support to Ian Bremner
Address: 14 Crown Drive Inverness IV2 3NL
Email: enquiries@investorsplanning.co.uk
Phone: 01463 220200
Joined IPA:



C Levy

Caroline Levy

Role: Paraplanner
Qualifications: DipPFS
Areas of Expertise: Providing technical support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627033
Joined IPA: 2014

Michelle Littlewood

Michelle Littlewood

Role: Financial Adviser
Qualifications: DipPFS
Areas of Expertise: Investment, Retirement & Protection Planning
Address: Trelawn, 43 Brook Hill, Thorpe Hesley, Rotherham. S61 2QD
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627042 / 07894 239337
Joined IPA: 2018

T Mangan

Teresa Mangan

Role: Senior Administrator
Areas of Expertise: Providing support to the Technical Services Director and Associates at Head Office.
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627040
Joined IPA: 2018

M Manasseh

Maurice Manasseh

Role: Chairman and Financial Adviser
Qualifications: MA Oxon DipFA MLIBF
Areas of Expertise: Investment & Retirement Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627027 / 07721 005977
Joined IPA: 1970

E McLaughlin

Emma McLaughlin

Role: Financial Adviser
Qualifications: DipPFS
Areas of Expertise: Investment, Retirement, Estate & Protection Planning
Address: Ravensburg Private Road Rodborough Common Stroud Glos GL5 5BT
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627020 / 07786 966949
Joined IPA: 2007

Menger

Roel Menger

Role: IT Manager
Qualifications: BSc Hons
Areas of Expertise: Providing IT support
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627009
Joined IPA: 2003

H Zeb

Kyle Moore

Role: PA
Areas of Expertise: Providing admin support to Kevin Doyle
Address: Grimsby Business Centre Office No.13
King Edward Street Grimsby NE Lincs DN31 3JH
Email: enquiries@investorsplanning.co.uk
Phone: 01472 311001
Joined IPA: 2015

J Narduzzo

Jackie Narduzzo

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627013
Joined IPA: 1985

L Nash

Lesley Nash

Role: Bookkeeper
Qualifications: ICB Certified Bookeeper
Areas of Expertise: Bookkeeping at Head Office
Address:
Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627016
Joined IPA: 2011

 

L Nash

Avinash Neeliah

Role: Paraplanner
Qualifications: DipPFS
Areas of Expertise: Providing technical support to all Associates
Address:
Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627037
Joined IPA: 2017

L Nash

Linda Oke

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address:
Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627017
Joined IPA: 2017


H Rentell

Howard Rentell

Role: Technical Services Director
Qualifications: DipPFS Cert CII (MP, ER) CeLTCI G60
Areas of Expertise: Compliance Officer. Overseeing business development for the Company and all Associates.
Address: Sterling House 175 High Street
Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627000
Joined IPA: 2014

M Rose

Maureen Rose

Role: Income & Remuneration Manager
Areas of Expertise: Overseeing income processing at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627010
Joined IPA: 2001

H Roth

Henry Roth

Role: Financial Adviser
Qualifications: DipFA MLIBF
Areas of Expertise: Investment & Retirement Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627026 / 07875 594782
Joined IPA: 1975

E Rowe

Evan Rowe

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627038
Joined IPA: 2018


J Ryder

Janet Ryder

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627012
Joined IPA: 2010

A Sanders

Andrea Sanders

Role: Financial Adviser
Qualifications: DipFA MLIBF CeMap CeLTCI
Areas of Expertise: Investment, Retirement, Long Term Care, Estate & Protection Planning
Address: 18 Farm View Drive Sheffield S12 4JE
Email: enquiries@investorsplanning.co.uk
Phone: 01142 471704 / 07903 313 331
Joined IPA: 2010

J Smithson

Jo-Anne Smithson

Role: Chief Executive & Company Secretary
Qualifications: BA Hons (Dunelm) FCA
DipPFS Cert CII (MP)
Areas of Expertise: Responsible for everyone and everything in IPA
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627000
Joined IPA: 1998

K Smithson

Keith Smithson

Role: Finance Director
Qualifications: CIMA Dip MA
Areas of Expertise: Overseeing the Company's finance, administration & IT support teams
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627000
Joined IPA: 1992

M Travis

Michael Travis

Role: Financial Adviser
Qualifications: DipFA MLIBF
Areas of Expertise: Investment Planning
Address: 18 Whiteley Wood Road Sheffield S11 7FE
Email: enquiries@investorsplanning.co.uk
Phone: 01142 305605 / 07713 547997
Joined IPA: 1985



M Virdee

Manny Virdee

Role: Mortgage & Financial Adviser
Qualifications: LLB (Hons) DipPFS Cert CII (MP)
Areas of Expertise: Mortgages, Investment, Retirement & Protection Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627023 / 07588 666686
Joined IPA: 2011

 

N Virdee

Narinder Virdee

Role: Mortgage & Financial Adviser
Qualifications: Dip FA MLIBF MAQ Cert CII (ER)
Areas of Expertise: Mortgages, Equity Release, Investment, Pension, Estate & Protection Planning
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627028 / 07946 537557
Joined IPA: 1984

J Walls

Jean Walls

Role: Administrator
Areas of Expertise: Providing administration support at Head Office
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627015
Joined IPA: 2004

 

J Williams

Jeremy Williams

Role: Compliance Manager / Paraplanner
Qualifications: DipPFS Cert CII (MP)
Areas of Expertise: Providing technical & compliance support to all Associates
Address: Sterling House 175 High Street Rickmansworth Herts WD3 1AY
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627006
Joined IPA: 1996

 

H Zeb

Hassan Zeb

Role: Technical Administrator
Qualifications: LLB (Hons)
Areas of Expertise: Providing technical support to a team of Associates in the Finchley office
Address: 314 Regents Park Rd
Finchley London N3 2JX
Email: enquiries@investorsplanning.co.uk
Phone: 01923 627022
Joined IPA: 2013

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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