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.
- 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
Glen in Wembury
I have always found the team at IT Associates to be extremely helpful with my pension and investment requirements. Their advice is straightforward and clear and I would have no hesitation in recommending them to friends and colleagues.
Esther in St Columb Major
I found Karen to be very friendly and professional. Her experience over the past 20 years as a mortgage adviser made me feel confident that she could assist me. Karen took much if the stress out of the process and I can thoroughly recommend her.
Jeff in Penzance
Derek Turner has been my financial advisor for the past 5 years. In that time I have found Derek to be a great help. He has been very supportive and helpful both in the meetings I have had with him and when I have had to phone him for advice. He has always explained in lay mans to terms to me what he is doing for me and most importantly why I know from my dealings with Derek over this time that I can trust him and would have no hesitation in recommending him to other people.