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About iPlan

iPlan is a boutique financial planning firm based in the heart of Samford.

iPlan is a boutique financial planning firm based in the heart of Samford. We are passionate about delivering confidence, control, choice and opportunity, and are committed to building and sustaining strong relationships with our clients. Our office is close to Samford Village, and we enjoy welcoming our clients to our new purpose-built office, or meeting them in the village for a relaxed coffee.

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