IPLANNING

• 70229 - Management consultancy activities other than financial management

The world is constantly changing. People's needs are changing. Their situations are increasingly complex. Products and strategies that worked 10 years ago might not be fit for purpose today. At iPlanning we are not afraid of change. Change is an opportunity to innovate... Good advice should consider your specific needs and circumstances. We are committed to spending time getting to know you, ensuring we provide the right advice at every stage of your life. You will be assigned your own dedicated adviser who will take the lead in delivering our service to you and provide continuity throughout your journey with us... Partner with individuals, couples, families, to help them achieve their long term financial goals e.g. grow their wealth or retirement fund; plan their retirement income; transition into retirement; manage their wealth in retirement; transition their wealth to the next generation in an orderly and tax efficient manner.

Also known as: PEDALION LTD

Previous names: PEDALION FINANCIAL PROFILES LIMITED

Registration numbers: 05153779 (CH)

Primary location: Ammanford United Kingdom