Looking for financial Freedom?

We know that Financial Planning will mean different things to different people, but whatever your financial goals, we think that your financial plan should have your dreams and ambitions at its very heart.

But what if you don’t know where to start?

You’re not alone, but as the old saying goes; those who fail to plan, plan to fail.
And we want you to succeed.

Ignorance is not bliss when it comes to your finances. There’s too much at stake. But the good news is we can guide you each step of the way to help you set your goals and create a plan to reach them. We’ll also act as your accountability partner throughout your life to make sure you stay on track.

Am I on track to be able to retire when I want, in the way I want?

Is there anything else I can do to reduce my taxes that I’m not doing now?

What is the most efficient way to financially support my children or grandchildren?

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances

Ivanhoe Financial Planning breaks the mould of your typical wealth management practice

 

Straight talking

Run by enthusiastic, jargon-free, down to earth people who want to make the world of financial planning, effective, efficient and most importantly enjoyable.

A Focus on Relationships

Our Practice has been built from day one to deliver a personalised service. We work hard to understand what’s most important to you to and what you really want from life. Only then can we create a plan for you.

Delegate to us

Working with our financial planning team we will make sure you are using your money to make a life; rather than using your life to make money.

The best time to start was yesterday

There’s no substitute for action and it’s never too early to take advice. Contact us today and one of the team will get in touch to take things forward and book an initial no obligation review.

Fill in the form below and we will contact you

or call Now: 01530 886358

Terms agreement

Terms agreement

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 

Ivanhoe Financial Planning Ltd is a limited company registered in England & Wales (10977287) at Lonsdale House, High Street, Lutterworth, England, LE17 4AD

© 2020 Ivanhoe Financial Planning Ltd

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