Investors Planning Associates

Established in 1970, Investors Planning Associates Ltd is a national firm of financial advisers with a local touch. Our Head Office is in Hertfordshire and we have Associates covering the four corners of England and Scotland.

Our principal objectives as financial advisers are to assist our clients with life’s financial complexities, encouraging them to look past the distractions generated by financial markets, government changes and media ‘noise’ to identify their aims and aspirations. This could be utilising existing finances for an immediate or short-term need or perhaps accumulating further wealth over the longer term to meet income needs in retirement.

Our Associates provide a professional, personal financial advice service backed up by technical knowledge and experience throughout the firm and by careful, first-class administrative service for clients and Associates alike. We believe that this makes a fundamental difference to the financial well-being of our clients.

Investors Planning Associates Ltd is owned by its Associates and staff so we have a strong cultural identity centred on our key principles of loyalty, integrity and diligence which apply to our relationships both with our clients and with each other.