I Planning Wealth Management Ltd

Independent Financial Adviser  6 College Street, Ammanford, Carmarthenshire, SA18 3AF
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FCA authorised
Last authorised 3rd August 2020
Intentional, Innovative & Individual Financial Planning
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Aled Wyn APFS PhD MSc BSc
Financial Adviser
Tracy Wyatt
Financial Adviser
Kelly Waters
Angharad Lloyd Jones BA
Mortgage Adviser
Hywel Wyn Jones
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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