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
Party in The Park, 25th June at Penlan Park click here for more information
Dinefwr Food Festival, at the Dinefwr Estate, 25th and 26th June click here for more information
The Llandeilo Jazz Festival 2016 returns over the weekend of July 1st to 3rd click here for more information
The Llandeilo Festival of Music 2016 9th July - 17th July click here for more information
Car Boot Sale, Sunday 10th July at The Yard click here for more information
Recent Additions to the website
Deintyddfa Tywi Dental Practice
Pat Bullen Whatling Gallery
Pilates in the Nordic
Oriel Mimosa Fine Art
DG Davies, AGA Rayburn Service Engineers
Deintyddfa Celtic Dental Practice
Photo Credit: Mark Revitt Photography
Logo Credit: Hathagraphics
If you come across anything out of date on this site, please email us: firstname.lastname@example.org thanks.