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.

Verified by MonsterInsights

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.