I R P Wealth Planning
Financial Planners
1 Bank Terrace, Llandeilo SA19 6AY
Most Recent Comments
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January 2024
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...
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January 2018
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...
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January 2017
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...
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From I R P Wealth Planning
Chartered financial planner. SOLLA accredited. Fellow of the Personal Finance Society.
Areas of work include:
Estate preservation and care fees.
Retirement planning and options.
In house mortgage specialist.
Advising self employed and company directors.
ISA, Unit Trust & Bond advice.
Cash flow modelling.
IRP Wealth Planning LLP is a Partner Practice of St. James’s Place Wealth Management.
