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
Love shopping too? Visit the new Llandeilo Shop Shop Shop Facebook page!
Sport for All Dydd Sul 17 Mehefin - Sunday 17 June click here for more information
Blood Donation Monday 18th June, Civic Hall click here for more information
Dinefwr Food Festival 23rd - 24th June click here for more information
Llandeilo Jazz Festival 6th - 8th July click here for more information
Llandeilo Festival of Music 14th - 21st July click here for more information
The Tywi Valley Open Studios 21st - 29th July click here for more information
Folk @ The Hangout 30th July, 5pm until Late click here for more information
Sioe Llandeilo Show Saturday 18th August 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
Carreg Law Solicitors
Dan Castell Holiday Cottage
Dinefwr Taxi and Private Hire
Gillian Bowler Language Tuition
Golden Grove Cottages
Tregib Sports Facilities
Photo Credit: Mark Revitt Photography
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