Who Are We?

We’re Ivanhoe Financial Planning, a Values Based Financial Planning firm which helps our clients make smart financial choices based on what’s important to them. We truly believe that with a clear understanding of your life values, the best possible financial plan and strategies can emerge.

We deliver a dependable face to face, exceptional relation-based service built on trust and integrity to inspire our clients to take the actions necessary to achieve their financial goals for the reasons most 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.

Our Founding

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 in Ashby De La Zouch in the heart of the Midlands, 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 standards.

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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