I2 Retirement & Financial Planning Limited
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Savings
- Lump sum
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Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
I2 Retirement & Financial Planning Ltd, Unit 5, Shepcote Office Village, 333 Shepcote Lane, South Yorkshire, Sheffield, S9 1TG
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.
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.
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