iPlanning Wealth Management Ltd
6 College Street, Carmarthenshire, United Kingdom
About iPlanning Wealth Management Ltd
Welcome to iPlanning Wealth Management Ltd, a premier financial institution located at the heart of Ammanford in the United Kingdom. Our institution is committed to providing high-quality financial services to both individuals and businesses alike, offering expert advice and support in all aspects of wealth management.
At iPlanning Wealth Management Ltd, we understand that good financial planning is essential for achieving long-term financial stability, and that's why we offer a range of financial services tailored to meet the unique needs and objectives of each of our clients. Whether you are looking to invest, plan for retirement, or protect your assets, our team of experienced financial advisors will work with you to develop a personalized financial plan that will help you achieve your goals.
We take pride in our professionalism and expertise, with a team of highly trained and qualified experts who are dedicated to delivering the highest standards of service. Our commitment to excellence is reflected in our comprehensive suite of financial services, including investment management, retirement planning, estate planning, risk management, and tax planning.
As a point of interest in the local community, iPlanning Wealth Management Ltd is proud to be an active member of the Ammanford community, supporting various local initiatives and charities. Our location in the heart of the town makes us easily accessible, and we welcome the opportunity to meet with new and existing clients to discuss their financial needs.
In conclusion, whether you are an individual or a business looking for expert financial advice and support, iPlanning Wealth Management Ltd is here to help. Contact us today to find out more about our services and how we can help you achieve your financial objectives.
Photos of iPlanning Wealth Management Ltd
6 College St, Ammanford SA18 3AF, United Kingdom
Opening hours of iPlanning Wealth Management Ltd
Monday:
10:00 - 15:00
Tuesday:
10:00 - 15:00
Wednesday:
10:00 - 15:00
Thursday:
10:00 - 15:00
Friday:
09:00 - 13:00
Saturday:
Day off
Sunday:
Day off
Reviews of iPlanning Wealth Management Ltd
"Kelly has helped me tremendously throughout my mortgage application, everything in between, finding the best mortgage rates and finally the completion stage. It ended up such an easy, straight forward process and Kelly kept me informed of everything along the way. I highly recommend Kelly, such an honest and friendly person to talk to who has helped me so much. Thank you!!"
"I've used iPlanning for my financial advice for many years now and they are brilliant, I wouldn't go anywhere else. They've helped me secure fantastic mortgages on both homes I've owned and I cannot recommend or thank them enough. Your needs are never too much for them and they are always extremely happy to help, which means the world. Having financial advice you can really trust and count on is so important and means you can rest easy knowing they'll take care of you."
"Myself and my partner could not speak more highly of our experience with Kelly from iPlanning. She was extremely helpful through every aspect of the service and gave us honest advice when completing the purchase of our first home. We have recommended to many friends and family since using iPlanning and will continue to do so in the future."
"iPlanning have always been approachable, supportive and friendly. Kelly has been amazing in helping us find the best mortgage, especially with everything going on during the pandemic. She also helped us find the right life insurance for my husband and I. Highly recommend iPlanning for their guidance and advice. Great communication and support."
"We dealt with Kelly when we were moving and she was extremely responsive and helpful. She's helped us through the process of finding the best mortgage and life insurance. She also recommended local solicitors who were extremely good. They go above and beyond to make financial processes easy."
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