Our Team

We appreciate being part of a team that is making a difference so that our clients enjoy the experience of working with us.

 We believe that work should be fun, fulfilling and exciting.

Outside of the office you might find us taking part in many diverse activities such as competing in Ironman triathlons, watching football, golfing, involved in dance competitions, gardening or visiting heritage sites to name a few!

Nick

Nick

Director

Lawrence

Lawrence

Paraplanning

Sarah

Sarah

Business Development

Kristy

Kristy

Administration

We’d love to hear from you

Want to learn more about how Ivanhoe Financial Planning could help you?

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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