"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."
Meet Our Clients
Working together, for one financial goal.
Chartered
Independent
Our Clients
We work with a range of clients from corporate executives to business owners, entrepreneurs to professionals in all fields.
While we tend to focus on long-term client relationships, we also appreciate the need for one-off help and guidance from time to time. Flexibility is the key.
Client Testimonial: Andy & Gill
Andy and Gill, whom we first met in 2017, reflect the situation many of our clients find themselves in. Looking for specialist advice about their pension assets, they approached us after a recommendation by one of Andy’s colleagues.
We met up, discussed their situation and the options available. This is their story, in their words…
Client Testimonial: Ian
Ian’s story is one we hear often. Years of hard work, several pension pots and the worry of knowing when it’s truly safe to step into retirement. After meeting the team during his time working in Hull, Ian and his wife Andrea came to us looking for clarity and confidence about their future.
Over time, we helped them bring everything together, understand their options and realise they could retire sooner than they ever expected. This is Ian’s experience, in his own words…
Why Informed Financial Planning?
Honesty, integrity and respect
We are transparent and upfront about our advice, guidance and fees, working together to achieve a common goal, your goal. Now, let's plan your future!
Exceptional service standards
As an Independent Chartered Financial Planner, we are proud of the services we provide, with many of our new clients coming by way of recommendation.
Practical and technical expertise
Our team of financial planners appreciate the day-to-day challenges of the business environment and the importance of planning for the long term.
Informed Service Pricing
Our fee structure is simple and transparent, with no surprise fees later down the line.
Our Pricing