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
Half term events at Dinefwr Park click here for more information
Annie Sloan Chalk Paint™ Workshop
Sunday 28th February click here for more information
Car Boot Sale, The YARD, 6th March 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
Deintyddfa Celtic Dental Practice
Llandeilo Dental Practice
Simon Jones & Associates
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If you come across anything out of date on this site, please email us: email@example.com thanks.