Investors Planning Associates has been built on the foundations of honesty, reliability and the provision of an excellent service.
Many of our clients have personally trusted us for nearly five decades and throughout this period we’ve developed many good friendships.
At times, it can be difficult for clients to recognise their own financial needs, which is why we work closely with our clients, providing advice in a friendly and understandable manner.
Some clients are looking to save a deposit for their first home or want to take either their first step on the housing ladder or advance up it.
Others need to ensure that their dependents won’t suffer financially if they fall ill, lose their jobs or pass away unexpectedly.
We have clients who want to make arrangements to give them the freedom to choose how their children or grandchildren are educated and others who want that freedom of choice about their own medical or nursing care.
Making provision for a time when they will be dependent on their own resources rather than receiving an earned income is important for some clients. Some recognise that the sooner they start saving for that time, the better. And others want to be in a financial position to decide for themselves when that time has come.
Some of our clients are in the enviable position of having surplus income or inherited wealth which they want to use to fulfil some long-held hopes and dreams.
For many of our clients, they simply want to ensure that there will be sufficient money to support their lifestyle, no matter how long they live. As interest rates remain low whilst life expectancies continue to rise, the income ‘conundrum’ is something that many need our help to solve.
And lastly, we have clients who want to ensure that their assets are passed on to the next generation in the most efficient way possible.
We typically add value for our clients by simplifying their financial arrangements to give them more control. Once their individual strategy has been put in place, we provide ongoing support, advice and management of our clients’ financial plans.
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.