We have a clear process to understand your goals and develop a strategy to free you from having to worry about your money so you can focus on other, more important things in life.
Achieving financial well-being is no small endeavour. One of the main causes of not achieving financial well-being is procrastination. We can take you through an easy, step by step approach to create your own unique and meaningful plan to get you there and more importantly work with you to keep you there.
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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