iPlanning Wealth Management Ltd - Ammanford

Address: 6 College St, Ammanford SA18 3AF, United Kingdom.
Phone: 1269594263.
Website: i-planning.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of iPlanning Wealth Management Ltd

iPlanning Wealth Management Ltd 6 College St, Ammanford SA18 3AF, United Kingdom

☎️1269594263

⏰ Open Hours of iPlanning Wealth Management Ltd

Monday: 10 am–3 pm
Tuesday: 10 am–3 pm
Wednesday: 10 am–3 pm
Thursday: 10 am–3 pm
Friday: 9 am–1 pm
Saturday: Closed
Sunday: Closed

iPlanning Wealth Management Ltd

Es una empresa de gestión de patrimonio con sede en Ammanford, en el condado de Carmarthenshire, en el oeste de Gales, Reino Unido.

La empresa se encuentra ubicada en la dirección 6 College St, Ammanford SA18 3AF, United Kingdom, y puede ser contactada a través del teléfono +44 (0)1269 594263 o mediante visita a su sitio web www.i-planning.co.uk.

Especialidades

La empresa ofrece servicios de planificación financiera, incluyendo la creación de planes de ahorro, la selección de inversiones y la gestión de patrimonio.

Financial planner
Planificación financiera
Gestión de patrimonio
Seguros

Características

La empresa cuenta con un equipo de expertos en finanzas que ofrecen asesoramiento personalizado y apoyo en todo el proceso de planificación financiera.

La empresa también ofrece servicios de asesoramiento en línea y en presencia, lo que permite a los clientes recibir asesoramiento de manera conveniente y cómoda.

Otras características

La empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento para coches con capacidad de aparcamiento y un baño accesible.

Se recomienda realizar una cita previa para asegurarse de que el equipo de la empresa pueda asistirle de manera efectiva.

Opiniones

Según los clientes, la empresa ha demostrado ser aproximadamente de 5/5 en términos de calidad del servicio y capacidad de asesoramiento.

Los clientes han destacado la amabilidad y la profesionalidad del equipo de la empresa, así como su capacidad para entender las necesidades individuales de cada cliente.

Consejos para buscar a iPlanning Wealth Management Ltd

Para buscar a iPlanning Wealth Management Ltd, es recomendable visitar su sitio web o contactar directamente con la empresa para obtener más información sobre sus servicios y cómo puede ayudarlo.

Es importante investigar y comparar las diferentes empresas de gestión de patrimonio antes de tomar una decisión.

Información recomendada

Para obtener más información sobre iPlanning Wealth Management Ltd, es recomendable visitar su sitio web o contactar directamente con la empresa para obtener más información sobre sus servicios y cómo puede ayudarlo.

Es importante investigar y comparar las diferentes empresas de gestión de patrimonio antes de tomar una decisión.

Por qué elegir a iPlanning Wealth Management Ltd

La empresa ofrece una variedad de servicios de planificación financiera personalizados, lo que permite a los clientes recibir asesoramiento de manera efectiva.

El equipo de la empresa cuenta con experiencia y conocimientos en el campo de la finanza, lo que les permite ofrecer asesoramiento de alta calidad.

Cómo puedo contactar a iPlanning Wealth Management Ltd

Puede contactar a la empresa a través del teléfono +44 (0)1269 594263 o mediante visita a su sitio web www.i-planning.co.uk.

👍 Reviews of iPlanning Wealth Management Ltd

iPlanning Wealth Management Ltd - Ammanford

Tabitha J.

5/5

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.

Ben L.

5/5

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.

Chantelle B.

5/5

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!!

Adam M.

5/5

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.

Laura P.

5/5

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.

Antioch C.

5/5

We had a great experience with iplanning! We were given their details by a friend. Kelly was brilliant - found us a great mortgage deal and was helpful, friendly and always got back to us promptly if we had any queries. I would highly recommend iplanning!

Matt A.

5/5

Used iplanning (in particular Kelly) when purchasing our home and I couldn't fault anything. Fantastic service and very personable, we were made to feel as though we were the most important clients they had and they continue to treat us in that way. We will continue to use iplanning for financial advise and don't hesitate to recommend them to anyone.

Alanna M.

5/5

Had the pleasure of dealing with Kelly to find the best mortgage for us. Kelly was very professional and helpful, and guided us through the mortgage and life insurance applications! Would highly recommend!