"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."
Award Winning Chartered Financial Planner
Working together to achieve your financial freedom
Chartered
Independent
Proactive Financial Advice and Solutions
Personal Financial Planning
Start your journey to a secure future with smart savings and a flexible financial plan built around you and your family. It's time to look to the future with confidence.
Personal Financial PlanningCommercial Financial Planning
Partnering with us, we'll assist you in establishing strong foundations for sustainable growth and a financially secure future for you, your business, and your team.
Commercial Financial Planning
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!
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.
News & Articles
Rising Through The Ranks: The Journey of IFP’S Graduates
May 10, 2023Let us take you on the journey of Ash Biglin, Lewis Atkinson, and Rachel Naulls. Five years ago, these three graduates joined the Informed Financial Planning (IFP) team, each starting their careers as graduate trainees. Today, they have all progressed into different roles within the company and have become successful professionals in their own right.…
Read ArticleMoney Saving Experts v Independent Financial Advice
May 5, 2023Unless you’ve been living under a rock for the past few years, you’ve probably heard of the Money Saving Expert, Martin Lewis. You may have even used some of his tips over the tough winter we’ve just faced. Here at IFP, we love what Martin is doing, bringing fiscal responsibility into the mainstream conversation and…
Read ArticleESG vs Ethical – The Rumble in the Investment Jungle
February 3, 2023As the voices of the activists grows in the media and governments are striving to do better with the numerous COPS, the investment world is progressing and incorporating ethical ideals and ESG practices into its models. The investment world is already filled with too many anacronyms and options as it is, so the addition of…
Read Article
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