Managing Director, Ian Tandy, has been in Financial Services for the past 26 years both as a Financial Adviser and senior manager with Confederation Life, Sun Life Unit Services Ltd, and AXA. Formed in 1997 I.T. Associates Financial Planning Ltd is a successful and forward looking business which puts its client's needs at the centre of everything it does.
Our goal is to treat clients like we would want to be treated ourselves. We offer clear, unbiased advice finding the best solutions to our clients needs. We have specialist pension and investment advisers, as well a dedicated mortgage adviser. We travel to our clients for meetings at a time convenient to them at no extra charge. Meetings are without obligation and all fees are agreed with the client before any charge is incurred. We offer a review service so that you can be sure that your financial plans remain suitable and on target to achieve your goals.
49 East Quay House, Marrowbone Slip, Plymouth, PL4 0HX
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