Client Area

Anita Gardham

Client Services Executive

I work closely with clients, advisers and providers, by booking meetings and chasing documentation. I keep the client up to date throughout the whole process.  

The clients have us as their first point of contact, even sometimes before the advisers.  They know that even if we don’t have the answers, we will get it for them.

I really enjoy building up relationships with our clients.  Over the time I have worked at IFP I have built up some great relationships with the clients I like to think that they appropriate the personal touch that we provide. It’s also great to meet some of our clients at our Client Appreciation events, really nice to put a face to the name/voice, for both sides.

What's the Best Thing About Working at IFP?

The people I work with. Ever since starting at IFP, I have felt like they are an extension to my family. Also, the flexible working hours, fits around my love of travel, allowing me to have a lot of time off.

Now for the personal part…tell us about you

I enjoying travelling, walking/hiking. I recently became a grandma so spending time with my grandson, which is extra special.

What's your favourite memory?

Not a memory yet, but next on the list is either hike up the Atlas Mountains in Morocco, or complete the ‘Camino de Santiago’ which is nearly 800KM!!

Give us a fun fact

I have a 20-year-old cat called Jasper.

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 where & fulfilled all my wishes if I could give 10 stars I would."

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