I Planning Wealth Management Ltd
Initial consultation free
Independent
Intentional, Innovative & Individual Financial Planning
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
DR Aled Wyn APFS PhD MSc BSc
Financial Adviser
MRS Tracy Wyatt
Financial Adviser
MRS Kelly Waters
Mr Hywel Wyn Jones
Independent Financial Adviser
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