I R P Wealth Planning - Llandeilo

Adam R.

I've been a client with IRP over a decade now - and in that time, I feel as if I must've spoken to every single person in the office!

Everyone is incredible knowledgeable, professional, and have gone out of their way to ensure the best for me and my finances. They've provided me with guidance at each step of my life, including being an invaluable resource when I purchased my house, working around my own personal needs and demystifying the process at every step.

Osian has always treated me with respect and humoured my daft questions, a real rock in the turbulent seas of dealing with investments and future planning. He's given me practical advice without shaming me, and I always left his office feeling significantly more informed than before I entered.

Ifan has also been a constant source of knowledge and help, guiding me onto a sensible path without taking control away. He's intensely knowledgeable - and it shows in his ability to discuss complex topics in simple terms - and has many times accommodated me when I've been difficult to contact. He's extremely friendly & easy to talk to - a key skill for financial advisers - and backs it up with a figurative wealth of insight.

Even though my portfolio is no longer what it once was prior to purchasing my house, IRP still take the time to reach out and support me often at times that suit me.

In my current line of work, I speak with many financial advisers daily, and I am constantly left in awe of how some of the biggest firms on the market can't compare with this lovely little team from Llandeilo. Five stars, ten out of ten, I recommend them to everybody, and I'm recommending them to you.

Leigh H.

I have been using the services of IRP wealth Planning for over 6 years for life insurances, personal protection insurance and pensions. I have found Osian has been outstanding in his advice, attention to planning and guidance to the best products to suit my personal needs. As my career and business have grown I have found the services this company offer have helped make the transition as easy as possible offer sound advice to me when I’ve had some big decisions to make. I can highly recommend Osian and his team and place great value in their services. Thank you. Leigh Hurley.

Phil D.

Having spoken to Osian about the need for Life Cover, He took into consideration my lifestyle, my budget, and history of possible illnesses and quickly found the right plan for me personally. After a 30 minute chat, we were done.

One thing I found about the whole thing was how easy it was, you did everything. All I had to do was sign the paperwork.

Thank you once again Osian for making what I thought was going to be a long, complicated process, very quick and easy.

Sarah W.

The service provided by IRP is second to none. Osian and his team provide great advice in terms you can actually understand. im happy to refer clients to him who are looking to save tax and plan for the future.