iPlanning Wealth Management

iPlanning Wealth Management We are an expanding independent financial advice firm based in Ammanford, Carmarthenshire.

Our advisers have over 50 years combined experience in the financial services industry and are committed to recognizing and maximizing the potential found in modern technology to provide the highest quality service. Examples of areas in which we can provide advice include
-Protecting yourself and your loved ones
-Savings & Investments
-Retirement Planning
-Estate Planning
-Mortgage Advice

25/12/2023

Well, that's it for 2023. We will reopen on the January 3rd. If there is a pressing need that can't wait then contact us on 01269 594263.
We look forward to seeing you some time in 2024. In the meantime, Nadolig Llawen a Blwyddyn Newydd Dda.

03/07/2023

And the earlier this is taught, learned, and applied the better.

"Freedom Is being You without anyone's permission." Dydd Gŵyl Dewi Hapus. Happy St David's Day.
01/03/2023

"Freedom Is being You without anyone's permission."

Dydd Gŵyl Dewi Hapus. Happy St David's Day.

09/01/2023
Restoring the joy of giving and the excitement of receiving.
26/11/2022

Restoring the joy of giving and the excitement of receiving.

The 'LONG' in this instance was around 2 yrs!
14/05/2022

The 'LONG' in this instance was around 2 yrs!

The tradition continues. And pancake day also becomes a bank holiday this year!
01/03/2022

The tradition continues. And pancake day also becomes a bank holiday this year!

Just in case someone might find this useful! PDF available if you email us.
29/11/2021

Just in case someone might find this useful! PDF available if you email us.

Address

6 College Street
Ammanford
SA183AF

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 9am - 4pm

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