Tony Yip
Iron Wealth Management Limited
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
Unavailable for contact through VouchedFor
Based in Milton-Keynes
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am an experienced, meticulous and innovative financial planner, analysing data to help both private & institutional clients make well-informed and timely financial decisions. I enjoy helping clients achieve clarity and a different perspective by interpreting numbers into something meaningful. I have a successful track record of delivering innovative solutions that differ from typical mass market approaches. For example, achieving a stronger retirement plan by making tax efficient contributions versus overpaying your mortgage; and moving away from the mindset that your house is your pension. I always aim to develop clear and evidence-based solutions that give the flexibility to tackle future economic and legislative challenges, collaborating with clients to secure their financial future.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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