We believe in the importance of quality independent financial advice being available to everyone in their own homes whenever they require it.

Welcome to IT Associates

Ian Tandy formed I.T. Associates in 1997 and after a sustained period of steady growth the company was incorporated in 2005 and became I.T. Associates Financial Planning Ltd.

The company now has hundreds of satisfied clients throughout Devon and Cornwall and has cemented its place as a premier provider of quality financial advice.

We understand the importance of developing a professional and trusting relationship with our clients. As independent financial advisers we have access to the whole of the marketplace and ensure that we offer the right advice for any circumstance.

Our services
  • Investments – Wealth Management
  • Pensions – Retirement Planning
  • Mortgages – including Lifetime mortgages
  • Protection – Life Insurance and Income Protection
  • Inheritance Tax Planning
  • General Insurance – Buildings and contents
How can we help?

We have specialist experienced advisers covering wealth management, retirement planning, mortgages and general financial planning.

What our clients say