I2 Retirement & Financial Planning Limited

Independent Financial Adviser  I2 Retirement & Financial Planning Ltd, South Yorkshire, Sheffield, S9 1TG
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FCA authorised
Last authorised 14th June 2021
'simple to understand, easy to engage with, and bespoke for the client...'
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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Buy my next home
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Buy to let
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Buying commercial property
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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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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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Taxation planning
Meet our advisers
MR Alan Flinders
Director
MRS Amanda Mellors
Director
MR Tirin Gosrani
Director
About us

Established in 2005, I2 Retirement & Financial Planning Limited came into being following the merger of 2 successful independent firms. We are directly authorised and regulated by the Financial Conduct Authority, which allows us to provide tailored individual solutions rather than be constrained by ‘panels’ or ‘best buys’.

The company ethos is based upon individual advice tailored to the client's needs and aspirations. We believe in building long term relationships with our clients. Our advisers have relationships that span decades and generations of families and these relationships are based upon trust and understanding. Our fully qualified directors each have well over 20 years’ experience in the Financial Services Industry and are well supported by an equally experienced administrative team.

We offer advice to a diverse spectrum of clients, from private individuals and trusts to small and medium sized businesses spread throughout the UK from our offices in Sheffield and Nottingham.

Our services

I2 Retirement & Financial Planning Limited believes strongly in customer service and the Company has invested in state of the art technology to allow our team to offer the very best advice and service to both new and existing clients.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

I2 Retirement & Financial Planning Ltd, Unit 5, Shepcote Office Village, 333 Shepcote Lane, South Yorkshire, Sheffield, S9 1TG

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