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I Planning Wealth Management Ltd

aka I Planning Wealth Management Ltd

FCA Authorised FRN 553307 5.0 (17)

About I Planning Wealth Management Ltd

Independent Financial Advisers intentional, innovative & individual financial planning  intentional Some things happen by accident. The best things happen with a little intention. A favourite metaphor of ours involves a ship drifting at sea.

Source: i-planning.co.uk

Mortgage Services

Consumer Buy-to-Let
Debt Advice
Credit Broking
Mortgage Arrangement
Regulated Mortgage Advice

Contact & Location

6 College Street Ammanford Camarthenshire SA18 3AF

Opening Hours

Monday: 10:00 AM – 3:00 PM

Tuesday: 10:00 AM – 3:00 PM

Wednesday: 10:00 AM – 3:00 PM

Thursday: 10:00 AM – 3:00 PM

Friday: 9:00 AM – 1:00 PM

Saturday: Closed

Sunday: Closed

Google Reviews

5.0

17 reviews on Google

Source: Google Reviews. Ratings and reviews are third-party content hosted by Google, not verified, moderated, or endorsed by approval.co.uk.

Regulatory Information

FCA Reference Number
553307
Status
Authorised
Authorised Since
3 October 2011
Years Authorised
14+
Regulator
FCA
Appointed Representative
Yes
Disciplinary Record
Clean

Companies House

Company Number
07450322
Company Status
active
Incorporated
24 November 2010
Active Directors
3
SIC Codes
64999, 66220

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Key Facts

Established
15+ years
Registered Individuals
9
Market Access
Panel / Tied
Disciplinary Record
Clean

Official Records

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.