6 College Street, Ammanford, Camarthenshire, 6 College Street, SA18 3AF
Our advisers have over 50 years combined experience in the financial services industry and are committed to recognizing and maximizing the potential found in modern technology to provide a service of the highest quality. Aside from being qualified to give financial advice, our advisers strive to develop other important qualities such as providing leadership and creative problem solving. We adopt and encourage the following values:
Rarely are goals achieved by accident.
If it will lead to a better outcome.
You are unique and this should be reflected in the advice you receive.
Whatever your dreams and ambitions, the probability that you will achieve your goals is almost invariably linked to your relationship with money. Consequently at iPlanning we believe that great financial advice should be central to shaping our clients’ futures and steering them toward their goals.
We believe there is value in getting quality advice from trusted financial advisers, and that this makes a real difference in our clients’ lives, giving them confidence that they are on course to a secure financial future.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.