Client Area

Jamie Cross

Client Services Administrator

As part of the investments and pensions administrative support team, I keep clients updated with business applications, liaise with providers and keep our back office system up-to-date. As one of the first points of contact for clients, we get to know them fairly well which allows us to communicate on a more personal level.

Specialisms

  • Investments
  • Pensions

What's the Best Thing About Working at IFP?

At IFP, we have a One Team ethos, which brings everyone together and makes it a truly enjoyable place to work. Hybrid working and flexible hours also contribute to a happy workplace. What more could you ask for?

Now for the personal part…tell us about you

Outside of work, I have 3 young children who definitely keep their old man on his toes. I also enjoy watching Tottenham Hotspur (I say enjoying?) and golf. I also have three cats, Dexter, Ghost and Teddy and a dog called Max - a full house.

Give us a fun fact

My fun fact(s)? I once modelled for the Mark Hill Salon, and it is safe to say it didn’t kick-start a career in modelling. I also received a football trophy from Gordon Banks.

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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