Do you want to take control of your financial future but you’re not sure where to start? Maybe you’re wrestling with several financial goals and are not sure how to prioritise?
Whether you are new to financial planning or have been investing for years, we would welcome the opportunity to show you the difference that working with a financial planning firm that is focused on your goals can make.
All you need is the plan, the road map, and the courage to press on to your destination – Earl Nightingale
We take the time to get to know you, to understand your values, learn about who you are and what you want to achieve, then we help you to implement a financial plan based on your goals and your values. It’s a different and distinctive approach. Working with Ivanhoe Financial Planning, you won’t have to spend time worrying about the financial decisions you make because it’s about you and what you want.
We start with a discovery call to determine if we are a good fit for each other. If, after our call, we are mutually compatible, we will arrange a no obligation meeting with you. We go through your goals, aspirations, future plans and focus on what’s important to you and begin to put strategic plans in place by auditing your existing arrangements.
We bring a truly holistic approach, based on you and your values. We work together with our clients to establish their ‘why’, the legacy they want to create and help them develop a personalised, long-term strategy.
Ivanhoe Financial Planning Ltd
37 Burton Road
Telephone: 01530 886358
Office opening hours:
Monday: 09:00 – 17:00
Tuesday: 09:00 – 17:00
Wednesday: 09:00 – 17:00
Thursday: 09:00 – 17:00
Friday: 09:00 – 17:00
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or call Now: 01530 886358
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