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.
Protecting your wealth and attaining financial independence
We have a wealth of experience in the areas of financial planning and wealth management and we provide clients with a comprehensive service with a bespoke financial planning strategy.
Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to work through choice and not just necessity.
Our first priority is to ensure families are protected against the financial impact of some of life’s less desirable events. Thereafter, we assess our clients’ willingness to take risks to meet their objectives as well as their financial capacity to absorb any losses that might arise from taking those risks.
We advise clients how to take advantage of tax wrappers such as pensions and Individual Savings Accounts to manage their existing capital and future income in the most tax-efficient ways. Where appropriate, we will consider using individual tax allowances to enhance the returns from investments for the benefit of our clients.
However, we do not advise on non-mainstream investments such as unregulated schemes or structured products where capital is placed at risk, so our advice service is restricted in this way only.
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.
Building rewarding relationships
The initial discussion with a new client is at our expense and we will provide details of our services and explain the payment options in that meeting. We do not act until we have a thorough understanding of our clients' requirements. With that knowledge, we establish an individual financial strategy for each and every client.
Well-researched and constructed
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And of course we are pleased to work alongside our clients' accountants and solicitors if required.
We believe in using multi-managed investment solutions to generate returns acceptable for our clients’ requirements and risks they are prepared to take with their wealth. After all, the best performance is the one that everyone was expecting.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their goals.