Client Area

Ellie Parsons

Client Services Administrator

My day-to-day activities include taking telephone calls from clients and service providers, booking meetings, and chasing outstanding documentation. In essence, I liaise between teams, providers and clients, allowing a fast and efficient way of communicating. By gaining an insight into a client’s background, it also means we can communicate on a more personal level, enhancing trust, helping clients and the business.

What's the Best Thing About Working at IFP?

The best thing about working at IFP is the people! Everyone is so friendly and supportive. The company also allows flexible working hours and the ability to work from home, which is brilliant.

Now for the personal part…tell us about you

Outside of work, I enjoy spending time with my partner, socialising with friends and family, and going to gigs/festivals, and holidays - I love holidays. Whether that’s a mini break in England or abroad – I’m not fussy, a holiday is a holiday!

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."

Book a no obligation meeting at no cost to you