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.
Love Llandeilo? Visit the Love Llandeilo Facebook page
Love shopping too? Visit the Llandeilo Shop Shop Shop Facebook page!
Festival of the Celts 4th and 5th May 2019 click here for more information
Welsh National Sheep Dog Trials, Food and Craft Festival 2nd to 4th August, Dinefwr Park 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
The Music House
Carreg Law Solicitors
Dan Castell Holiday Cottage
Dinefwr Taxi and Private Hire
Gillian Bowler Language Tuition
Golden Grove Cottages
Tregib Sports Facilities
Photo Credit: Mark Revitt Photography
Logo Credit: Hathagraphics
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