IRP Wealth Planning LLP
The Bank, 1 Bank Terrace, Llandeilo, SA19 6AY
IRP Wealth Planning is an independent financial services partnership that has been based in the Black Ox Bank in the heart of Llandeilo since 2001
Osian Rees the financial adviser works with clients, who want a long term and ongoing relationship. His aim is to make financial planning as easy as possible for his clients. He ensures:
1. No jargon.
2. An effective financial plan.
3. Current advice on Income Tax, Capital Gains Tax and Inheritance Tax.
4. Succession planning for client’s estate.
5. Coaching and regular meetings to keep you on track.
6. Updates with relevant changes, both tax and product.
7. The latest research.
8. A reliable second opinion service.
9. Someone who is accountable to you.
He is supported by and experienced team of 3, to ensure a high level of client care and service.
Contact us on 01558 824531, for a no obligation meeting.
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Dinefwr Literature Festival 2014
20th - 22nd June 2014, Dinefwr Park & Castle. Early-Bird & Locals tickets are on sale now. click here for more information
Themed Walks A series of six themed walks have been created to encourage
access to the Tywi Valley click here for more information
Recent Additions to the website
Towy Service Centre