Our Services

  • Investments
  • Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Mortgages
  • Pensions
  • Life Insurance

Welcome to I.T. Associates

Independent Financial Advisers

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 over 4,000 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 advisors we have access to the whole of the marketplace and ensure that we offer the right advice for any circumstance.

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

For a quality, professional service from a local Company that cares, please contact us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by commission from the lender, or a fee usually £295, or a combination of fee and commission.

Compliance Statement

This site is intended for UK consumers. The FCA does not regulate Will Writing, and some forms of tax and estate planning.

I.T. Associates Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority.

IT Financial Planning Limited is Registered in England and Wales number: 5593706
Registered Office: 49, East Quay House, Marrowbone Slip, Plymouth, Devon,

Ian Tandy Managing Director