Investors Planning Associates Ltd

Independent Financial Adviser 18 Whiteley Wood Road, Sheffield, S11 7FE
FCA verified
24th June 2019
We can advise you on
    • ISAs
    • OEICs
    • Unit trusts
    • Taxation planning
Meet our advisers
Mike Travis
Where to find us

18 Whiteley Wood Road, Sheffield, S11 7FE

About us

Investors Planning Associates Ltd. was established in 1970 and provides impartial independent advice to over 20000 clients via its network of nationwide office locations.
We specialise in giving advice on lump sum investments, personal and company pension schemes, long term care, personal and business protection policies and taxation advice including inheritance tax.
An initial interview is offered free of charge and without obligation, either at our offices or at the prospective client's home.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

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