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iPlanning Wealth Management Ltd

Other monetary intermediation

5.0★★★★★(18 reviews, from external sources)

Business Contact

Angharad Lloyd Jones
director

    Contact Information

    iPlanning Wealth Management Ltd
    6 College St, Ammanford SA18 3AF, United Kingdom, UK91
    Ammanford
    Get Directions
    Open — closes at 15:0010:00 – 15:00
    • Monday10:00 – 15:00
    • Tuesday10:00 – 15:00
    • Wednesday10:00 – 15:00
    • Thursday10:00 – 15:00
    • Friday9:00 – 13:00
    • SaturdayClosed
    • SundayClosed
    Social Media
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    Business Description

    iPlanning Wealth Management Ltd is a team of independent financial advisers in Ammanford with over 50 years of combined experience in financial services. They offer intentional, innovative, and individual financial planning services, including investment and pension planning, inheritance tax and estate planning, as well as mortgage and life insurance advice.

    Founded
    2010
    Years in Business
    16
    Restroom
    Yes
    Wheelchair Accessible
    Parking, Restroom, Yes

    Industry: Legal and Financial » Finance other

    Engaged in:
    • Loan companies
    • Mortgage companies
    • Other activities auxiliary to financial service activities
    • Other monetary intermediation
    ISIC Codes
    6419, 6619

    Questions & Answers

    1. 1.How long has iPlanning Wealth Management Ltd been in business?

      iPlanning Wealth Management Ltd has been in business for 16 years

    2. 2.What is iPlanning Wealth Management Ltd's phone number?

      iPlanning Wealth Management Ltd's phone number is 01269 594263.

    3. 3.Where is iPlanning Wealth Management Ltd located?

      iPlanning Wealth Management Ltd is located at 6 College St, Ammanford SA18 3AF, United Kingdom, UK91. Get Directions.

    4. 4.What are iPlanning Wealth Management Ltd's hours?

      iPlanning Wealth Management Ltd is open during the following hours: Monday - Thursday: 10:00 – 15:00; Friday: 9:00 – 13:00; weekends: Closed.

    5. 5.Who is the primary contact at iPlanning Wealth Management Ltd?

      The primary contact at iPlanning Wealth Management Ltd is Angharad Lloyd Jones (director).

    6. 6.Who else works at iPlanning Wealth Management Ltd?

      iPlanning Wealth Management Ltd also has 3 other listed contact: Aled Wyn, Kelly Waters, Hywel Wyn Jones_other.

    7. 7.What is iPlanning Wealth Management Ltd's website?

      iPlanning Wealth Management Ltd's website is www.i-planning.co.uk.

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