Investors Planning Associates.

Restricted - Whole of Market  314 Regents Park Road, LONDON, N3 2JX
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FCA authorised
Last authorised 20th September 2021
Your financial well-being is at the heart of what we do.
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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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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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
MR SHABAZ HUSSAIN
About us

Since we established Investors Planning Associates in 1970, we have always believed that professional, personalised financial planning makes a fundamental difference to the financial well-being of our clients.

Our Associates provide that professional, personal financial planning service backed up by technical knowledge and experience throughout the firm and by careful, first-class administrative service for clients and Associates alike.

Mutually owned, we have a strong identity centred on our key principles of loyalty, integrity and diligence which apply to our relationships both with our clients and with each other.

Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, Investors Planning Associates have the expertise to provide the solutions.

At Investors Planning Associates, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and for their businesses, and achieve their objectives in the most cost-effective and tax-efficient way.

Our services

Turning your goals and aspirations into reality .

At Investors Planning Associates, we will always act objectively to ensure that your needs and dreams are realistically going to be met – in other words, we help to turn your goals and aspirations into reality.

As qualified and experienced financial planners, Investors Planning Associates will make sure that you have choices in your life which mean that you can live your life the way you want to through all of life’s ups and downs without the worry of your money running out.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

314 Regents Park Road, LONDON, N3 2JX

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