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
50 Things To Do Before You’re 11¾ May Half Term, Dinefwr Park click here for more information
Three Parks Challenge Friday 29th May click here for more information
Jazz at Llandeilo, 3rd to 5th July, click here for more information
Llandeilo Fawr Festival of Music 11th - 19th July 2015, click here for more information
The Big Cwtch, 12th September, Crugybar 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 Little Welsh Dresser
Popty Patagonia Bakehouse
If you come across anything out of date on this site, please email us: email@example.com thanks.