Client Area

Award Winning Chartered Financial Planner

Working together to achieve your financial freedom

Proactive Financial Advice and Solutions

Independent Financial Planners

Authorised and regulated by the Financial Conduct Authority, we provide a broad range of personal and corporate planning services.

Flexible financial solutions, tailored to your situation
Enjoy peace of mind and a secure financial future

How Informed Works

As an experienced independent chartered financial planner, let us take the burden from you, creating a long-term financial plan which is flexible to your changing circumstances.

  • Step - 01

    Discuss: Your options and plans for the future

    Initial discussions tend to focus on your financial requirements today and going forward, investments and future funding. We will also look at your short, medium and long term goals.

  • Step - 02

    Develop: A flexible financial plan

    Are you looking to exit a business, retire early or help the kids with their first home? Further education and gifting to the family also need planning.

  • Step - 03

    Deliver: On your long-term goals and aspirations

    Securing long-term income is the key to achieving a work-life balance, protecting your loved ones and allowing you to realise your dreams!

    • Our Services

    Award-Winning Chartered Financial Planners

    Trust and Confidentiality

    As a long-term adviser, we enjoy and respect the role of a trusted confidant.

    Accountability

    Up to date with industry trends and regulations, we provide expert advice.

    About Us
    Only 25%
    Of financial advisers are Chartered

    News & Articles

    What Our Clients Think About Us

      Andrew M

      An excellent service all round

      "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

      Dawn T

      The whole process was very easy

      "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

      Michael K

      Most professional company I've dealt with

      "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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