The business formed in 1997 and has been offering friendly, professional, financial advice to its clients ever since.
We believe in the importance of quality independent financial advice being available to everyone in their own homes whenever they require it.
With a combined industry experience of over 70 years, you can be confident that our dedicated team of advisers will provide you with the advice you need to achieve your goals and objectives.
Why use us?
At I.T. Associates we understand how important your time is to you, and also how difficult it sometimes is to travel. Unlike many of our competitors we will come to your home at a time and date convenient to you.
This initial visit is free of charge and without commitment. We will listen to what you wish to achieve and ask you some questions. We will then return to our office, review the information supplied by you, and make a recommendation.
Our fees will be clearly and transparently disclosed in this recommendation, and you will not incur any fee whatsoever unless you agree to it.
Our ongoing service
Although we do offer a transaction only option, most clients prefer we keep in touch and review the plan we have advised them to take on an annual or twice yearly basis.
This ensures that our advice remains appropriate and that the investment or pension continues to meet our client’s expectations.
We strive to build a long lasting professional relationship with our clients, indeed we have many clients who we have been advising for more than 20 years.