I Planning Wealth Management Ltd

Independent Financial Adviser 6 College Street, Ammanford, Camarthenshire, 6 College Street, SA18 3AF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
Intentional, Innovative & Individual Financial Planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Mortgage protection
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Aled Wyn APFS PhD MSc BSc
Financial Adviser
Chartered Financial Planner
Hywel Wyn Jones
Independent Financial Adviser
Angharad Lloyd Jones BA
Mortgage Adviser
Tracy Wyatt
Financial Adviser
Kelly Waters
Where to find us

6 College Street, Ammanford, Camarthenshire, 6 College Street, SA18 3AF

Make an enquiry
About us

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:

Living intentionally
Rarely are goals achieved by accident.

Embracing innovation
If it will lead to a better outcome.

Celebrating individuality.
You are unique and this should be reflected in the advice you receive.

Our services

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 4.61 mi
HMC Holistic Ltd put its clients needs at the heart of everything we do.
Financial Adviser (Restricted Whole of Market) 6.56 mi
An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
Independent Financial Adviser 9.12 mi
As Chartered Financial Planners, the highest level of professionalism, we are experienced in dealing with complex client needs.
Independent Financial Adviser 10.05 mi
Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.