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.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Unit 5/Shepcote Office Village/333 Shepcote La, Sheffield, S9 1TG
0114 249 3444
Business Name
I2 Retirement & Financial Planning
Services Offered
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