Informed Financial Planning have just won Best Financial Adviser To Work For 2026 – marking our 9th win since 2017! We’re incredibly proud of this achievement, and even more proud of what it represents: a long-standing commitment to putting our people first. It’s no coincidence that we have received this recognition so many times. Our leadership team continually invests in creating an environment where people don’t just work, but truly thrive and grow.
We have a vision of changing lives for the better – for both our clients and our team. We’ve built a workplace where our employees feel valued, supported and celebrated, both professionally and personally. From birthday and house move leave, to enhanced maternity and paternity benefits, we recognise life’s milestones in meaningful ways. Our culture is brought to life through regular wellbeing activities, annual company events and community fundraising initiatives.
Flexibility is a key part of that experience. Our flexible hours and hybrid working approach, alongside nomad working opportunities and annual leave purchase options, empowers our team to achieve a healthy work-life balance that suits their individual needs. We also prioritise wellbeing and lifestyle, offering discounted gym memberships, free eyesight testing, and additional annual leave linked to length of service.
We’re equally committed to professional development. Through annual pay reviews, structured personal development plans, and dedicated training allowances, we ensure every employee has the opportunity to develop and progress. Our quarterly bonus structure further recognises both performance and alignment with our values – mindfulness, integrity, collaboration and achievement.
Sam Sharp, Head of Resources, worked closely with Sarah Williams, Director of Finance & Operations, to design a comprehensive and flexible benefits package that supports our employees at every stage of life and career. Sam emphasised that “our people are at the heart of everything we do, and our benefits offering is a direct reflection of that commitment.” She outlined the importance of providing “real security and peace of mind, with benefits ranging from private medical insurance, life and critical illness cover, and contribution to company pension, to enhanced statutory benefits”.
Our rising employee satisfaction is proof that we are committed to taking onboard feedback, to create an exceptional workplace; we don’t just listen to our people, we act on what they tell us. Sarah added that the leadership team have “worked heavily on improving not only our culture but essentially how valued our colleagues feel in the workplace. We pride ourselves on supporting our team to achieve their career goals whilst enjoying both work and life along the way. Winning this award, knowing it is based on direct feedback from our team, is great recognition of the experience our people have at IFP and a clear sign that we are on the right track.”
Sam added that “these initiatives don’t exist in isolation. Together, they create an environment where people feel genuinely valued, supported, and motivated. It’s this holistic approach to employee experience that has played a significant role in us being recognised as the Best Financial Adviser to Work For once again and a reason as to why we have so many long-standing employees.”
We’re so proud of the culture and environment that we have established and continue to build upon. If you would like to join our award-winning team, head to our careers page to see our current vacancies, or email [email protected].
