Ivanhoe Financial Planning Ltd 37 Burton Road, Ashby-de-la-zouch LE65 2LF
About the Business
Ivanhoe Financial Planning Ltd is an established and reputable financial institution located at Rockleigh House on Burton Road in Ashby-de-la-Zouch, United Kingdom. With a deep understanding of the financial planning and investment industry, the professionals at Ivanhoe offer expert advice and guidance to individuals, families, and businesses.
At Ivanhoe Financial Planning, their mission is to provide the best possible financial planning services to their clients. They take pride in their exceptional customer service and their ability to create tailored strategies to meet the unique financial needs and goals of each individual client. From investments and pensions to tax planning and estate management, their team of experienced financial advisors is dedicated to providing comprehensive financial solutions to help clients achieve their financial objectives.
As a point of interest, Ivanhoe Financial Planning Ltd is known for their commitment to transparency and honesty, always working in the best interest of their clients. They are a trusted partner for those looking to invest in their future or secure their financial wellbeing.
Visit their office at Rockleigh House on Burton Road to learn more about the services offered by Ivanhoe Financial Planning Ltd and start planning your financial journey today.
Location & Phone number
Rockleigh House, 37 Burton Rd, Ashby-de-la-Zouch LE65 2LF, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"After spending 20 years as an employee I really didn't have a clue what my pensions were worth or what I could do with them. After getting to know Nick, Lawrence and Kristy over the last couple of years I felt I could trust their opinion and passed the details of my pensions to them. The information and detail I received back was first class. I now fully understand what is going on and part of my portfolio has been left where it was, but part of it was restricted with how much it could grow so is now in the custody of Ivanhoe Financial Planning. I know investments can go up and down, but having a team that are working for me to help maximise the return is very reassuring."
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