I2 Retirement & Financial Planning Ltd
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future.
Established in 2005, I2 Retirement & Financial Planning Limited came into being following the merger of 2 successful independent firms. We are directly authorised and regulated by the Financial Conduct Authority, which allows us to provide tailored individual solutions rather than be constrained by ‘panels’ or ‘best buys’. The company ethos is based upon individual advice tailored to the client's needs and aspirations. We believe in building long term relationships with our clients. Our advisers have relationships that span decades and generations of families and these relationships are based upon trust and understanding. Our fully qualified directors each have well over 20 years’ experience in the Financial Services Industry and are well supported by an equally experienced administrative team. I2 Retirement & Financial Planning Limited believes strongly in customer service and the Company has invested in state of the art technology to allow our team to offer the very best advice and service to both new and existing clients. We offer advice to a diverse spectrum of clients, from private individuals and trusts to small and medium sized businesses spread throughout the UK from our offices in Sheffield and Nottingham. Our range of advice includes:- Investments Pension Planning Regular Savings Inheritance Tax Planning Protection (Life, Critical Illness, Income Protection) Mortgages We aim to present our solutions – be it existing products or new recommendations - in a timely manner that is simple to understand, easy to engage with and bespoke for the client.
Address: 58 Station Road, Sandiacre, Nottingham NG10 5AS, United Kingdom
Phone: +44 0115 939 2626
FAX: +44 0115 939 7707
