IWP Financial Planning

Personalised Advice from a Nationwide Team of Experts to protect your wealth and legacy

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Financial Planners
Trusted financial expertise

Are you looking for independent financial advice to secure your future?

Personalised advice from a nationwide team of experts to protect your wealth and legacy

Inheritance Tax and Estate Planning

Navigate the complexities of Inheritance Tax and Estate Planning with our expert guidance, ensuring your legacy is preserved and passed on according to your wishes.

Planning for Retirement

Secure your future with our tailored retirement planning services, offering you peace of mind and a roadmap to a comfortable, fulfilling retirement.

Funding Long-Term Care

From care annuities to asset leveraging, our experts prioritise safeguarding assets while meeting long-term care needs. With our diligent implementation and regular reviews, we ensure continued financial well-being.

Mortgage Advice

Transform your property aspirations into reality with our expert mortgage advice, guiding you through every step to secure the right mortgage for your dream home.

Bespoke Financial Guidance

From balancing current needs with future aspirations to conserving assets for future generations and understanding the implications of various options, the path to financial security can seem overwhelming.
 
We’ll simplify the process for you, removing complexity and tailoring a financial plan specifically to your needs. With our ongoing monitoring and appraisal, you’ll remain in complete control of your financial future. We’ll guide you through every twist and turn, offering unwavering support and expert advice as you build the foundation for a secure financial future. Trust us to navigate the journey with you.

Inheritance Tax and estate planning

Up to 40% of a chargeable estate can be lost to inheritance tax, making it crucial to mitigate your children’s liability. However, navigating the complexities of tax laws can be daunting. That’s where we step in. We’ll provide clarity on all available options, explaining our recommendations and how they benefit you and your family. We’ll then swiftly put agreed-upon plans into action and ensure they’re carefully monitored and reviewed over time. Our primary goal is to secure your family’s well-being both now and in the future. 

Saving for retirement

Whether you’re preparing for the future, on the brink of retirement, or already enjoying your retirement years, our meticulous approach can significantly impact your financial outlook. We conduct a comprehensive review of your current financial situation, identify areas for improvement, and implement a well-thought-out strategy. When you’re ready, we’ll walk you through the available options, discuss their the benefits and drawbacks, including tax implications, and collaboratively make decisions tailored to your life stage, requirements, and additional income sources. Let our experts assist you in commemorating your retirement and crafting a robust plan for your financial future.

Funding long term care

Deciding how to finance long-term care is a significant decision that requires careful consideration. Seeking professional financial advice is essential to ensure you find the best solution tailored to your individual needs and circumstances. Our experts approaches this challenge with care and thoroughness, working closely with clients and their families to assess their current financial situation and explore all available options.

How can we help secure Your Financial Future?

Discover how one of our Financial Planners Can Empower Your Financial Decisions

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Blythe Lea Barn, Packington Park, Meriden, Warwickshire, CV7 7HE

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

0333 006 9590

enquiries@iwpfp.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Blythe Lea Barn,
Packington Park,
Meriden, Warwickshire,
CV7 7HE

Press Query

Fill in the form below and our team will be happy to assist you

Address

Blythe Lea Barn, Packington Park, Meriden, Warwickshire, CV7 7HE

Press Query

Fill in the form below and our team will be happy to assist you

Contact Information

0333 006 9590

communications@iwpuk.co.uk

Address

Blythe Lea Barn,
Packington Park,
Meriden, Warwickshire,
CV7 7HE