Client Area

Lucy Davis

Client Services Administrator

I mainly look after Joe’s clients, coordinating their meetings and ensuring they have all the information and documentation they need. I’m also on hand to answer any questions and provide support whenever needed. I help maintain clear communication between clients and their adviser, ensuring they feel supported and that their journey with us runs as smoothly as possible.

What do you enjoy most about working at IFP?

The people that I work with!

Tell us a little about you outside of work

I enjoy going for a walk after work, with my dogs Bobby and Kevin, and listening to my music. I also like to play badminton with my friends.

Something you might not know about me...

I can walk on my hands!

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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