We’re Ivanhoe Financial Planning, a Values Based Financial Planning firm that loves to help our clients make smart financial choices based on what’s important to them. We all come to work every day because we have a passion for helping individuals gain control over their finances and become financially healthy. We truly believe that with a clear understanding of your fundamental life values, the best possible financial plan and strategies can emerge.
The business was established in 2018, when its Director Nick Teige accepted an invitation to join
St. James’s Place Wealth Management, although many of our clients have worked with Nick for over a decade. Based at Lion Court set among the beautiful grounds of Staunton Harold Hall, minutes away from East Midlands Airport and East Midlands Parkway Train Station, we currently provide advice to clients across the UK.
Where does the name Ivanhoe come from?
In 1819 the novelist Sir Walter Scott published a medieval romance, Ivanhoe, with a jousting tournament scene in the novel set at Ashby-de-la-Zouch Castle. Wilfred of Ivanhoe, the eponymous hero of the novel, is declared champion of the day. From the very beginning we wanted to bring our own virtues and “code of chivalry” to the way we operate and hold ourselves to the highest standard of behaviour.
We intend to be professional, clear and fair in our dealings with you, and will always ensure that any service or advice provided is in your best interests.
Delivering a dependable face to face, five star relationship based service built on trust and integrity to inspire our clients to take the actions necessary to achieve their financial goals for the reasons important to them.
To enable our clients to have the peace of mind that comes with knowing that they will have a personalised plan that leads to financial security for themselves and their loved ones.