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  11. I.T. Associates Financial Planning Ltd

I.T. Associates Financial Planning Ltd

Independent Financial Adviser  49 East Quay House, Plymouth, Devon, PL4 0HX
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FCA authorised
Last authorised 10th May 2021
Formed in 1997 we offer quality, friendly independent financial advice throughout Devon and Cornwall. Free initial meeting with no obligation.
We can advise you on
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Annuity purchase
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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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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Derek Turner DipPFS
Independent Financial Adviser
MR Ian Tandy DipPFS
Managing Director
About us

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 services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

49 East Quay House, Marrowbone Slip, Plymouth, Devon, PL4 0HX

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